Sap Ventures, LLC (Palo Alto)

Name: Sap Ventures, LLC
Address: 3408 Hillview Avenue, Palo Alto, CA, 94304
Telephone: 650-849-3932

Sap Ventures, LLC is a large advisory firm based in Palo Alto. It manages $1.48 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Sap Ventures provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sap Ventures: assets under management

The assets under management (AUM) of Sap Ventures, LLC is $1.48 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 318% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.48 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $492.61 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sap Ventures, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sap Ventures, LLC

Gaurav Tewari has been acting as President since 1 Oct 2011. Anthony Mark Matusich joined the executive team most recently as the Chief Financial Officer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nino Nikola Marakovic	Chief executive officer, chief compliance officer	1 Aug 2010	75% - 100%	2521342
Jayendra Das	Managing director	1 Jan 2011	Other	6065601
David Armin Hartwig	Managing director	1 Jan 2011	Other	6065602
Richard Douglas Higgins	Managing director	1 Jan 2011	Other	2657307
Andreas Markus Weiskam	Managing director	1 Jan 2011	Other	6065603
Jayendra [Nmn] Das	Managing director	1 Jan 2011	Other	6065601
Gaurav Tewari	Director	1 Oct 2011	Other	6065604
Gaurav [Nmn] Tewari	Director	1 Oct 2011	Other	6065604
Elizabeth A E Clarkson	Managing director and chief operating officer	1 Jun 2012	Other	2529200
Anthony Mark Matusich	Chief financial officer and chief compliance officer	1 Apr 2013	Other	4461085

Based in Palo Alto

The principal office where Sap Ventures, LLC performs its advisory services is located at 3408 Hillview Avenue, Palo Alto, CA 94304, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-849-3932 or by fax 650-847-3433. The normal business hours are 08:00 - 17:00 on Monday - Friday. You can find more information about the New York firm at www.sapventures.com.