SWVP FUND XVII GP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
294640
Registered since
April 27, 2018
Website
swvp.com

Firm profile

FINTRX

Overview

Swvp Fund Xvii Gp, LLC is organized as a limited liability company and is SEC-registered (registration year 2018). The entity is structured to operate as a sponsor/manager: filings identify it as a general partner and managing member of pooled investment vehicles and list affiliations consistent with acting as an investment adviser and sponsor for pooled funds. The firm is classified as unclassified in the available record and is designated as a domestic entity/individual owner type. The record does not portray Swvp Fund Xvii Gp as a traditional retail RIA serving advisory clients across states. It is not flagged as a multi-state adviser, is not an active ESG investor, and is not identified as a capital allocator in the dataset.

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

2 of 2
  • MARK SCHLOSSBERG

    ManagerCRD 6030119

  • CARY MACK

    ManagerCRD 1768188

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