Advisor at PineGrove Venture Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PineGrove Venture Partners, LLC
Location
Menlo Park, CA 94025
Credentials
Series 65
Industry experience
14 years
Craig Caukin is a financial advisor at PineGrove Venture Partners, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at firms including SVB Capital, SVB Wealth Advisory, Silicon Valley Bank, WestRiver Management, Ps Services LLC, Pearl Street Capital Group, and Nonprime Resource Management. PineGrove Venture Partners is an SEC-registered adviser managing approximately $11.7 billion in assets through private pooled investment vehicles for accredited and qualified investors. The firm focuses on venture, private equity, credit, and secondary strategies, employing a committee-based due diligence process and data-led underwriting.
Based on PineGrove Venture Partners, LLC
Based on PineGrove Venture Partners, LLC
Performance-based compensation (Carried Interest) generally structured as profit-sharing allocation through general partner interests; subject to preferred return/hurdle provisions in some cases.
2882 Sand Hill Road, Suite 140
Menlo Park, CA 94025
California · Colorado
SVB Capital
2023 - Present (3 years)
SVB Wealth Advisory
2021 - 2023 (2 years)
Silicon Valley Bank
2021 - 2023 (2 years)
WestRiver Management
2017 - 2021 (4 years)
Ps Services Llc
2008 - 2017 (9 years)
Pearl Street Capital Group
2004 - 2017 (13 years)
Nonprime Resource Management
1997 - 2018 (21 years)
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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
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Redwood City, CA
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