Citizen.Vc Management Group, LLC (West Orange)

Name: Citizen.Vc Management Group, LLC
Address: 2 Trefoil Pass, West Orange, NJ, 07052
Telephone: 9737158330

Citizen.Vc Management Group, LLC is a mid-sized advisory firm based in West Orange. It manages $28.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.

Citizen.Vc Management Group provides portfolio management for pooled investment vehicles and providing investment advisory services to managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Citizen.Vc Management Group: assets under management

The assets under management (AUM) of Citizen.Vc Management Group, LLC is $28.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.4 million each.

Citizen.Vc Management Group has custody of $28.4 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Citizen.Vc Management Group, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Citizen.Vc Management Group serves?

The only and largest group of clients of Citizen.Vc Management Group is pooled investment vehicles with 1 clients and $28.4 million of assets under management. Among the 4 most similar advisory firms, Citizen.Vc Management Group has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $28.4 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Citizen.Vc Management Group also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $50,000.

Careers at Citizen.Vc Management Group, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Zain Kahn	Member, manager and chief executive officer	1 Nov 2013	Other	6437816
Emilio Antonio Disanluciano	Member, manager and president	1 Sep 2014	Other	2755224
Inc. Citizen Vc	Member	1 Dec 2014	75% - 100%	46-3992160
Joseph Matthew Dempsey	Chief financial officer and chief compliance officer	1 Jun 2015	Other	1689905

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Emilio Antonio Disanluciano	Shareholder	1 Nov 2013	25% - 50%	2755224
Statler & Waldorf Inc.	Shareholder	1 Nov 2013	25% - 50%	45-3844079

Based in West Orange

The principal office where Citizen.Vc Management Group, LLC performs its advisory services is located at 2 Trefoil Pass, West Orange, NJ 07052 The mailing address of the firm is 555 Bryant Street, Palo Alto, CA 94301. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 9737158330 or by fax 650-618-1685. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at citizen.vc.