Darwin Ventures, Llc (San Francisco)
Darwin Ventures, Llc Is a Large Advisory Firm Based in San Francisco. It Manages $334.84 Million of Regulatory Assets for 5 Client Accounts. It Has Been...
Darwin Ventures, LLC is a large advisory firm based in San Francisco. It manages $334.84 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Darwin Ventures provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Darwin Ventures: assets under management
The assets under management (AUM) of Darwin Ventures, LLC is $334.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 115% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $334.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.97 million each.
Darwin Ventures has custody of $334.84 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Darwin Ventures, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Thorne covers electric vehicle innovations, autonomous driving systems, global mobility trends, and automotive engineering developments.
