THEORY VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTOLA VALLEY, California
CRD number
326119
Registered since
May 1, 2023

Firm profile

FINTRX

Overview

Theory Ventures Management, LLC is structured as a limited liability company and operates primarily as a manager of private venture capital vehicles. The firm serves as sponsor, general partner and managing member of pooled investment vehicles, which places its activity squarely in private fund formation, deal sourcing, portfolio management and investor relations rather than retail advisory services. Theory Ventures registered with the SEC in 2023 and is classified as an unclassified adviser; it is not identified as an active ESG investor or a multi-state advisory business. The firm’s chief investment activity is deploying fund capital into private company opportunities through its venture capital funds, with the GP function driving portfolio construction, monitoring and exit execution.

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

2 of 2
  • Kristin Beach

    CFOCRD 6932745

  • Lauren DeMeuse

    Partner and COOCRD 8068931

Contacts

1 of 1
  • Tomasz Tunguz

    ManagerCRD 6770971

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTOLA VALLEY, CA

SAN MATEO

Location

PORTOLA VALLEY, CA

Headquartered in PORTOLA VALLEY, 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
3130 Alpine Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth