Darwin Ventures, LLC
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Overview
Darwin Ventures, LLC is an advisory firm based in Burlingame, California. It administers $580.9 million in assets under management over 10 client accounts, placing it among the bigger firms in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Darwin Ventures, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as options, bonds and equities.
Darwin Ventures, LLC manages all of its accounts on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing to seek client authorization. Darwin Ventures, LLC's average account size is $58.1 million. An average financial advisor at Darwin Ventures, LLC manages around three client accounts, making it one of the most personalized financial advisor firms in the country.
Darwin Ventures, LLC's headquarters is located at 315 Primrose Road, Burlingame, California 94010. The firm is registered to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Darwin Ventures, LLC by the Numbers
$580.9 million
4
10
$58.1 million
Fee Structure
Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Darwin Ventures, LLC can consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Darwin Ventures, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Darwin Ventures, LLC works with pooled investment vehicles. Out of its 10 customers, Darwin Ventures, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Darwin Ventures, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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