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Tvv Advisers, LLC
SEC-regulated
Registered investment advisor
TVV Advisers, LLC is a financial advisory firm established in 2022, based in Pleasanton, CA. The firm specializes in providing investment advisory services to privately offered pooled investment vehicles, specifically Tri Valley Ventures I, L.P. and Tri Valley Ventures II, L.P. TVV does not have the authority to select investment opportunities for the Funds but provides recommendations. The minimum initial investment in the Funds ranges from USD $100,000 to $250,000, with the possibility of waiver at TVV's discretion.
TVV charges a Management Fee based on investors' capital commitments, initially set at 2.5% annually and gradually reduced to a minimum of 1.5%. Additionally, the Funds incur various costs and expenses associated with their operation. TVV does not charge performance-based fees but receives a carried interest of 20% on distribution proceeds.
The firm emphasizes investment in early-stage technology companies in the Tri-Valley area, with a focus on technology, life sciences, and hardware industries. Investors should be aware of the risks associated with venture capital and early-stage investments, including potential loss of investment and lack of liquidity. TVV does not have discretionary authority over the Funds' assets and generally does not vote proxies for clients. The firm has not experienced any material disciplinary events and maintains a Code of Ethics to ensure fair and ethical practices.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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