Shasta Ventures

Shasta Ventures (CRD# 162676) is a financial advisory firm headquartered in Portola Valley, CA. They manage $2,023,041,534 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3130 Alpine Road, Suite 288-446, Portola Valley, CA 94028
http://www.shasta.vc
By the Numbers
  • Total Assets Under Management
    2,023
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $252,880,192
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Shasta Ventures
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals