Unclaimed Profile

Nicholas Robert Procaccini

137 VENTURES MANAGEMENT LLC·SAN FRANCISCO, California

Clean record137 VENTURES MANAGEMENT LLC

233 POST STREET, SAN FRANCISCO, CA 94108CRD# 5714267Firm CRD# 162351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Robert Procaccini · SAN FRANCISCO, CA

Registration

CRD #5714267 · 137 VENTURES MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nicholas Robert Procaccini is a registered financial advisor based in SAN FRANCISCO, California, affiliated with 137 VENTURES MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

137 VENTURES MANAGEMENT LLC

137 VENTURES MANAGEMENT, LLC

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at 137 VENTURES MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5714267

Firm CRD# 162351

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicholas Robert Procaccini offer?

Nicholas Robert Procaccini specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Nicholas Robert Procaccini's credentials?

Nicholas Robert Procaccini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Robert Procaccini located?

Nicholas Robert Procaccini is based in SAN FRANCISCO, California, working with 137 VENTURES MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Nicholas Robert Procaccini charge for services?

Nicholas Robert Procaccini's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 137 VENTURES MANAGEMENT LLC?

137 VENTURES MANAGEMENT LLC has approximately 21 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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