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Craig Caukin

14 Years of Experience
Menlo Park, CA

Craig Caukin is a registered investment advisor at Pinegrove Venture Partners, LLC, based in Menlo Park, CA, with 14 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 75 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
75 clients
Average Client Portfolio
$155.8M average
Assets Under Management
$11.7B

Fee Structure

Investment management only (planning not offered)

Pinegrove Venture Partners does not directly manage investments for individual investors. It provides investment advisory services to pooled and single investor private investment funds. Compensation is based on a percentage of assets managed and performance-based allocation/fees based on capital appreciation or realized gains.

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Location

2882 Sand Hill Road, Suite 140, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pinegrove Venture Partners, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Svb Investment Services INC.
September 2021 - July 2022 · 10 mos
Westriver Management, LLC
February 2018 - September 2021 · 3 yrs 7 mos
Ps Fund Management LLC
February 2009 - November 2016 · 7 yrs 9 mos
State Registrations2 states
CACO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Craig Caukin - Financial Advisor | TrueAdvisor