TRUCKS VENTURE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
283627

Firm profile

FINTRX

Overview

Trucks Venture Management, LLC operates as a small, specialized manager that serves as sponsor and general partner for pooled venture capital vehicles. The firm’s regulatory profile identifies it as an adviser that also maintains affiliations with a law firm and acts as sponsor/GP/ managing member of pooled investment vehicles, indicating the firm handles fund formation, management and the associated legal structuring in-house or via close counsel. Investment activity centers on venture-stage equity through closed-end fund structures rather than on providing ongoing retail wealth management or multi-product advisory platforms. The firm is not listed as an active ESG investor and is not characterized as a multi-state or pension consultant 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
  • JASON TOWNSEND

    Chief Financial OfficerCRD 5867987

Contacts

3 of 3
  • Jeffrey Schox

    PartnerCRD 6666634

  • Kathryn Schox

    PartnerCRD 7057376

  • Reilly Brennan

    PartnerCRD 6666635

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
501 3rd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth