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SHASTA VENTURES

· CRD 162676 · IAPD ↗ · shasta.vc · 650-543-1700

$2.02BRegulatory AUM
4Advisory reps
10Employees
0Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
November 2024 — SHASTA VENTURES (location n/a) left the SEC roster (was $2.02B RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
April 2024 — SHASTA VENTURES (location n/a) is newly SEC-registered with $2.02B RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.