TSVC

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

Firm details

Headquarters
LOS ALTOS, California
CRD number
307741

Firm profile

FINTRX

Overview

Tsvc operates as a Limited Liability Company and engages in various investment activities, focusing primarily on pooled investment vehicles. The firm does not classify itself under a specific category, which allows for a flexible approach to its investment strategies. Tsvc is involved in managing a single venture capital fund, indicating a concentrated investment focus. The firm does not actively participate in ESG investing and does not have a multi-state advisory presence.

Assets & Accounts

Public Holdings

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

Contacts

3 of 4
  • EUGENE ZHANG

    Founding PartnerCRD 6178484

  • Steven Li

    Special AdvisorCRD 7248337

  • Xiaofeng Shao

    General PartnerCRD 7248336

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LOS ALTOS, CA

SANTA CLARA

Location

LOS ALTOS, CA

Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
167 S San Antonio Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth