TCV
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 160389
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
TCV is a corporate-structured investment manager that operates as a private equity fund sponsor and general partner focused on institutional clients. The firm has been SEC-registered since 2012 and is owned by an individual. Its regulated activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. Fee arrangements include a percentage-of-AUM component alongside other fee structures. TCV identifies as an active ESG investor and conducts business primarily through pooled fund vehicles rather than through multi-state retail adviser relationships.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOSEPH BRUCCHIERI
Chief Compliance OfficerCRD 6565804
Contacts
3 of 4EREZ ELISHA
General PartnerCRD 4913758
JOHN DORAN
General PartnerCRD 4844616
JAY HOAG
Founding General PartnerCRD 5510918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 250 Middlefield Rd
- Time zone
- PT (UTC-8)
- Office locations
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