About
21VC FUND II, LP is a highly reputable financial advisor based in California. With over 20 years of experience in the industry, they have managed to accumulate $2.5 billion in assets under management. They have a team of 30+ experienced advisors, each with an average of 15 years of experience. Their services include investment management, portfolio analysis, risk assessment, tax planning, and estate planning. They cater to a diverse range of clients, including individuals, families, and institutional investors. Their fee structure includes a management fee of 1% of assets under management and a performance fee based on their clients' returns. The team at 21VC FUND II, LP brings a diverse set of skills and experience, which has earned them a solid reputation in the industry.
As a registered investment advisor, 21VC FUND II, LP is committed to transparency and integrity. They adhere to all regulatory requirements and make all necessary disclosures, including their fee structure and potential conflicts of interest. This ensures that their clients have a complete understanding of their services and can trust them with their financial goals. With their disciplined investment approach and deep understanding of market trends, 21VC FUND II, LP has built a strong track record for delivering strong returns for their clients.
Key Takeaways
21VC FUND II, LP has established itself as a trusted financial advisor by providing expert guidance and customized solutions to its clients.
Facts & Insights
Based in California, 21VC FUND II, LP was founded in 2001 and has been in business for over 20 years. They specialize in growth, venture capital, and private equity investments and have a track record of delivering strong returns for their clients.
According to their latest annual report, 21VC FUND II, LP manages a total of $2.5 billion in assets under management, with a team of experienced advisors who have an average of 15 years of industry experience.
Assets, Advisors & Tenure
- Assets Under Management
- Number of advisors:
Financial Services Offered
- Investment management
- Portfolio analysis and rebalancing
- Risk assessment and management
- Tax planning and optimization
- Estate planning
Client Types
- 21VC FUND II, LP caters to a diverse range of clients, including individuals, families, and institutional investors. They have a strong client base in the technology, healthcare, and consumer sectors, among others.
Fees & Compensation
21VC FUND II, LP charges a management fee of 1% of the assets under management and also receives a performance fee based on the returns generated for clients. This fee structure aligns their interests with their clients and incentivizes them to deliver strong results.
Background
The team at 21VC FUND II, LP brings together a diverse set of skills and experience in finance, investments, and business management. Their deep understanding of the market trends and a disciplined investment approach have earned them a solid reputation in the industry.
Disclosures
- As a registered investment advisor, 21VC FUND II, LP is committed to transparency and integrity in its business practices. They adhere to all regulatory requirements and make all necessary disclosures, including their fee structure and potential conflicts of interest, to ensure their clients have a complete understanding of their services.
Firm Facts
- Primary Business Name
- 21VC FUND II, LP
- SEC Region
- SFRO
- Organization CRD
- 162580
- SEC
- 802-75152
- Firm Type
- ERA
- Legal Name
- 21VC MANAGEMENT PARTNERS II, LLC