VAULTED MANAGEMENT COMPANY, LLC
Firm details
- Headquarters
- CAMPBELL, California
- CRD number
- 313835
- Website
- santaclaraventures.com
Firm profile
FINTRXOverview
Vaulted Management Company, LLC operates as a small, single-entity investment manager organized as a limited liability company and controlled by an individual owner. The firm’s public footprint centres on acting as sponsor, general partner and managing member for pooled investment vehicles rather than providing broad retail wealth-management services. Its documented activity is concentrated in venture capital fund management: the firm advises two private funds that together hold $8.4M of assets, suggesting a focus on early-stage or small-scale private equity opportunities. The regulatory snapshot classifies the firm as unclassified, indicates it is not an active ESG investor, not a multi-state adviser and not a pension consultant. The profile shows no standard advisory client roster or traditional advisory account AUM, which aligns with a fund-manager posture rather than a retail RIA model.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Morgan Slain
ManagerCRD 7364442
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAMPBELL, CA
SANTA CLARA
Location
CAMPBELL, CA
Headquartered in CAMPBELL, 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
- 1671 Dell Ave
- Time zone
- PT (UTC-8)
- Office locations
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