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131 Sun Valley Rd Suite 301, Ketchum, ID 83340-5534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-12 |
| FL | RA | APPROVED | 2025-10-15 |
| ID | RA | APPROVED | 2025-10-10 |
Branch Locations
131 Sun Valley Rd Suite 301, Ketchum, ID 83340-5534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tableau Software (Salesforce Company) | Palo Alto | CA | 08/2017 | 10/2019 |
| Flexcap Ventures Management Llc | Boynton Beach | FL | 01/2022 | Present |
| Av7 Llc | Ketchum | ID | 11/2019 | Present |
| Av7 Llc | Ketchum | ID | 06/2025 | Present |
| Cleargraph | Palo Alto | CA | 04/2014 | 10/2019 |
- Business Name: Flexcap Ventures Management - Is the business investment-related? Yes - Address of the other business: 7669 High Ridge Rd, Boynton Beach, FL 33426 - Nature of the business: Venture capital management and investment advisory services to pooled investment vehicles - Position with the other business: Founder and Managing Partner - Start date: 05/23/2022 - Approximate number of hours/month you devote to the other business: 20 hours/month - Number of hours you devote to the other business during securities trading hours: 20 hours/month - Brief description of your duties relating to the other business: I oversee the investment activities, fund operations, and portfolio support for a group of early-stage venture capital funds. The business is investment-related, but it is operationally independent from AV7 LLC. There is no overlap in clients, compensation, or supervision between AV7 and Flexcap.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-03 |
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