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Home > Retirement Planners > california > palo alto > CSC UPSHOT VENTURES MANAGEMENT, LLC
CSC UPSHOT VENTURES MANAGEMENT, LLC
171 Forest Avenue
Palo Alto, California 94301
Tel: 650-384-6499
About CSC UPSHOT VENTURES MANAGEMENT, LLC
CSC UPSHOT VENTURES MANAGEMENT, LLC, formally registered with the SEC as CSC UPSHOT VENTURES MANAGEMENT, LLC. The firm was established in 07/28/2020. They have over 1 offices throughout the country.
CSC UPSHOT VENTURES MANAGEMENT, LLC is a Palo Alto, California based Financial Planning firm with nearly $294,826,529 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283270 |
| SEC# | 801-119175 |
| Assets Managed by Firm | $294,826,529 |
| No. of Clients | 1 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $294,826,529 |
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