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Cogwheel Wealth Management
COGWHEEL WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $19 million in regulatory assets under management. The firm manages $5 million...
Overview
COGWHEEL WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $19 million in regulatory assets under management. The firm manages $5 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Does Cogwheel participate in fund commitments or only direct deals?
Cogwheel primarily focuses on direct investments and co-investments in growth-stage companies. Public record does not indicate significant commitments to external fund vehicles.
What investment stages does Cogwheel typically target?
Cogwheel targets growth-stage companies, with a focus on late-stage venture and early-growth equity rounds. Notable investments include SpaceX and Uber, both of which were growth-stage at the time of investment.
Which sectors does Cogwheel explicitly avoid?
Cogwheel has not publicly disclosed any sectors it explicitly avoids. However, its disclosed investments skew toward technology, media, and energy.
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