SWVP FUND XIX GP LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
292772
Registered since
April 27, 2018
Website
swvp.com

Firm profile

FINTRX

Overview

Swvp Fund Xix Gp LLC is a limited liability company that registered with the SEC in 2018. The firm appears to operate as a sponsor and general partner/­­managing member of pooled investment vehicles rather than as a traditional retail RIA: its FINTRX profile lists affiliations as Other Investment Adviser and Sponsor, GP, and Managing Member Of Pooled Investment Vehicles. It is classified as unclassified in the snapshot and is identified as a domestic entity/individual owner type. The profile indicates it is not a capital allocator, is not an active ESG investor, and does not present itself as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 3
  • CARY MACK

    ManagerCRD 1768188

  • DANA BRADFORD

    MemberCRD 4021967

  • 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