ULU VENTURES MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
286433
Registered since
March 27, 2018

Firm profile

FINTRX

Overview

ULU Ventures Management Company, LLC is an investment manager organized as a limited liability company and registered with the SEC in 2018. The firm operates primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than as a traditional advisory business serving retail advisory clients. Its corporate ownership is listed as individual, and it does not identify as an active ESG investor or a multi-state adviser. The firm's activity centers on pooled private funds, with an emphasis on venture capital strategies. It does not report roles such as pension consultant or capital allocator in the available data, and other advisory fee or client-service details are not disclosed.

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

3 of 3
  • Miriam Rivera

    CEO and Managing DirectorCRD 6749064

  • STEPHEN REALE

    Partner, CFOCRD 2820644

  • Summer Barghouti

    Chief Operating OfficerCRD 7720584

Contacts

1 of 1
  • Clint Korver

    Co-FounderCRD 6749063

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, 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
115 Everett Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth