WING VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
168461
Registered since
August 21, 2013

Firm profile

FINTRX

Overview

Wing Venture Partners operates as a sponsor and general partner of pooled venture capital vehicles. The firm’s activity centers on structuring and managing private venture funds rather than providing retail or advisory services to individual clients. Regulatory data classifies the firm’s primary business activity as Other Financial Product Salesperson and lists roles such as sponsor, GP, and managing member of pooled investment vehicles. Wing Venture Partners is not identified as an active ESG investor and does not appear as a multi-state advisory practice. The firm’s model is fund-centric: it raises capital from investors, serves as the manager of those pooled vehicles, and deploys capital into private-company equity. That positioning makes the firm a direct manager of alternative, illiquid venture exposures rather than a typical fee-for-advice RIA focused on public markets or retail account management.

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
  • HILARY STRAIN

    Chief Financial OfficerCRD 6033075

Contacts

2 of 2
  • JAMES WAGNER

    Founding PartnerCRD 6240647

  • GAURAV GARG

    PartnerCRD 6240637

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
480 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth