Gradient Capital Advisors - aVenture Asset Manager Research
Location
San Diego, CA, US
Founded
2014
Gradient Capital Advisors is a boutique private wealth management firm focused on providing personalized and comprehensive financial planning and investment advisory services. While primarily serving clients in the United States, the firm has demonstrated an interest in early-stage investments, particularly in seed rounds, with typical investment sizes around $2.6 million.
Notable portfolio companies include Driveway, a startup that has raised $2.6 million. Gradient Capital Advisors prides itself on delivering objective, values-driven advice and tailored wealth management solutions. The firm’s team of experienced professionals is dedicated to ensuring clients' financial success through customized and considered wealth management plans.
Gradient Capital Advisors - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Total Portfolio Exits1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.
