A complete list of active advisors currently associated with Internet Securities
Warmer can help you find a great advisor at Internet Securities or one who fits your needs even better.
The firm advises pooled vehicles organized as series LLCs that invest in late‑stage, privately held technology companies and serves accredited individual and institutional limited partners rather than retail clients. Each series is dedicated to a single company and operates with its own governance and compensation arrangements. Its investment approach centers on equity‑targeted commitments to late‑stage technology companies, driven by ongoing industry research and discretionary selection of portfolio investments, with periodic reporting to limited partners. The firm uses third‑party custodians and a fund administrator and may create special purpose vehicles with tailored fee and compensation structures for particular investments. Distinctive features disclosed in the brochure include the principal’s active affiliation as a registered representative of a FINRA broker‑dealer and substantial outside investment banking activity, which the firm identifies as a potential conflict when raising capital or providing transaction services to portfolio companies. The brochure also discloses historical FINRA regulatory actions involving the principal for supervisory and net capital matters in 2010–2011, and notes the firm may take small direct equity stakes in portfolio companies while varying fees and carried interest by series.
To learn more about the advisors currently working at Internet Securities, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oakland, CA
| 28
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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