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Vivo Ventures, LLC (Palo Alto)


Vivo Ventures, LLC is a large advisory firm based in Palo Alto. It manages $937.53 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

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

Vivo Ventures: assets under management

The assets under management (AUM) of Vivo Ventures, LLC is $937.53 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $937.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.13 million each.
Vivo Ventures has custody of $678.36 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vivo Ventures, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Palo Alto

The principal office where Vivo Ventures, LLC performs its advisory services is located at 575 High Street, Palo Alto, CA 94301, 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 650-688-0818 or by fax 650-688-0815. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at vivocapital.net/.


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