SWVP FUND XIV GP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
310454
Website
swvp.com

Firm profile

FINTRX

Overview

Swvp Fund Xiv Gp, LLC is organized as a limited liability company that functions as a sponsor and general partner of pooled investment vehicles. The firm is identified as having both foreign-entity and individual ownership. It does not report itself as a capital allocator or an active ESG investor, and it is not flagged as a multi-state or newly formed adviser. Regulatory details such as an SEC registration year are not provided. The firm's primary activity in the records is acting in advisory and sponsor/GP roles for private pooled investments rather than delivering typical registered-adviser retail client services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mayra Mariscal

    Chief Compliance OfficerCRD 7113573

Contacts

1 of 1
  • MARK SCHLOSSBERG

    ManagerCRD 6030119

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
12770 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth