Citizen.Vc Management Group, LLC is a mid-sized advisory firm based in West Orange. It manages $28.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.
Citizen.Vc Management Group provides portfolio management for pooled investment vehicles and providing investment advisory services to managed accounts. 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 Citizen.Vc Management Group, LLC is $28.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% 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 Citizen.Vc Management Group, LLC for their services and products based on 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.
The only and largest group of clients of Citizen.Vc Management Group is pooled investment vehicles with 1 clients and $28.4 million of assets under management. Among the 4 most similar advisory firms, Citizen.Vc Management Group has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $28.4 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Citizen.Vc Management Group also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $50,000.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Citizen.Vc Management Group, LLC performs its advisory services is located at 2 Trefoil Pass, West Orange, NJ 07052 The mailing address of the firm is 555 Bryant Street, Palo Alto, CA 94301. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 9737158330 or by fax 650-618-1685. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at citizen.vc.