U.S. VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
160112
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

U.S. Venture Partners is a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. Registered with the SEC in 2012, the firm’s public profile identifies it as a manager of venture-focused private funds rather than a traditional registered investment adviser with retail advisory clients. It is listed as an individual-owned entity with an “unclassified” classification and is not marked as an active ESG investor or a multi-state adviser. The firm’s stated activities center on sponsoring, serving as GP, and acting as managing member for pooled investment vehicles that deploy capital into private companies.

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
  • DALE HOLLADAY

    Chief Financial OfficerCRD 2973960

Contacts

3 of 5
  • RICHARD LEWIS

    General PartnerCRD 6040547

  • CASEY TANSEY

    General PartnerCRD 6013350

  • DAFINA TONCHEVA

    Managing MemberCRD 7356386

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1460 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth