Industry Ventures, L.L.C
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Overview
Industry Ventures, L.L.C is located at 50 Osgood Place, San Francisco, CA. The firm employs 24 financial advisors to manage client portfolios and provide financial guidance. Industry Ventures, L.L.C is not a registered broker-dealer.
Industry Ventures, L.L.C oversees $7.5 billion in assets under management across 30 accounts, all of which are discretionary. The services offered include portfolio management for pooled investment vehicles and the selection of other advisers. The firm caters to pooled investment vehicles, which are also the largest client type by accounts. The fee structure at Industry Ventures, L.L.C includes asset-based and other fees.
Industry Ventures, L.L.C is registered in the states of California, Massachusetts, and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Industry Ventures, L.L.C by the Numbers
$7.5 billion
42
30
$250.8 million
Products and Services
Services provided by Industry Ventures, L.L.C can include portfolio management for pooled investment vehicles and selection of other advisers. However, Industry Ventures, L.L.C did not provide any of its clients with financial planning services in the prior financial year. The Firm is not involved in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically depend on the services offered. Fees billed by Industry Ventures, L.L.C likely include any blend of the following fee types: asset-based or other.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with pooled investment vehicles. Industry Ventures, L.L.C's largest client type by number of accounts is pooled investment vehicles.
- 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
Industry Ventures, L.L.C does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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