Sap Ventures, LLC is a large advisory firm based in Palo Alto. It manages $1.48 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Sap Ventures provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sap Ventures, LLC is $1.48 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 318% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sap Ventures, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gaurav Tewari has been acting as President since 1 Oct 2011. Anthony Mark Matusich joined the executive team most recently as the Chief Financial Officer And Chief Compliance Officer.
The principal office where Sap Ventures, LLC performs its advisory services is located at 3408 Hillview Avenue, Palo Alto, CA 94304, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-849-3932 or by fax 650-847-3433. The normal business hours are 08:00 - 17:00 on Monday - Friday. You can find more information about the New York firm at www.sapventures.com.