SHASTA VENTURES MANAGEMENT, LLC

SHASTA VENTURES
12 registered advisors·CRD# 162676
SEC# 802-1315880650-543-1700
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at SHASTA VENTURES MANAGEMENT, LLC

12 registered advisors
Alice Parrish Duffee
PORTOLA VALLEY, California
Bonnie Matlock
PORTOLA VALLEY, California
David Austin Grose
PORTOLA VALLEY, California
Jacob Mullins
PORTOLA VALLEY, California
James Barnett
PORTOLA VALLEY, California
Nitin Chopra
PORTOLA VALLEY, California
Ravi Mohan
PORTOLA VALLEY, California
Robert Coneybeer
PORTOLA VALLEY, California
Rose Paige Kelly
PORTOLA VALLEY, California
Sean A Flynn
PORTOLA VALLEY, California
Sean Michael Flynn
PORTOLA VALLEY, California
Tod Francis
PORTOLA VALLEY, California
05

Office Locations

PORTOLA VALLEY, California
12 advisors

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Data sourced from SEC Form ADV filings. SHASTA VENTURES MANAGEMENT, LLC (CRD# 162676) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.