TVV ADVISERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$31.3M
Discretionary
$31.3M
100% of AUM
Avg account
$15.6M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
PLEASANTON, California
CRD number
322542
Registered since
October 21, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TVV Advisers, LLC is a small, institutional-focused venture capital adviser that operates primarily as manager and sponsor of pooled investment vehicles. The firm’s regulatory profile shows SEC registration in 2022 and classification as a venture capital fund adviser. Its core activity is portfolio management for pooled vehicles, and it serves a narrow institutional client base rather than retail households. TVV Advisers structures fees as a combination of a percentage of assets under management and performance-based compensation, consistent with the carry model common in venture strategies. The firm is not an active ESG investor and reports related-adviser relationships, indicating it functions both as adviser and sponsor/GP or managing member of the vehicles it oversees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DON GARMAN

    Founder & CIOCRD 2315281

Contacts

1 of 1
  • GREGORY HITCHAN

    Co-Founder and Managing PartnerCRD 4773739

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PLEASANTON, CA

ALAMEDA

Location

PLEASANTON, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
6700 Koll Center Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth