Venrock Adviser, LLC

RIASEC RegisteredEst. 2014
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$642M
Accounts
7
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
169288
Registered since
April 9, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Venrock Adviser, LLC is an SEC‑registered investment manager set up as a limited liability company in 2014 that serves institutional clients. The firm operates as a multifaceted fund manager with roles as an adviser, sponsor and general partner to pooled investment vehicles. Its business centers on portfolio management for pooled vehicles and it charges a mix of percentage‑of‑AUM and performance‑based fees (plus other fee arrangements). Venrock Adviser is not positioned as a capital allocator, does not present itself as an ESG investor, and is not a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

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
  • Jessica Baron

    Chief Financial OfficerCRD 6271862

Contacts

2 of 2
  • Bong Koh

    Bong Koh

    MemberCRD 5843717

  • Evan Neu

    Evan Neu

    PartnerCRD 7476428

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
7 Bryant Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth