ACUMEN CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
285564
Registered since
November 14, 2016

Firm profile

FINTRX

Overview

Acumen Capital Partners LLC is a limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. Registered with the SEC in 2016, the firm’s principal activity is running private funds rather than providing traditional retail advisory services. Its stated classifications indicate it is not an active ESG investor and it does not operate as a multi-state adviser in the regulatory sense. Investment activity centers on venture capital vehicles: the firm acts as managing member and GP, building and operating funds that take private equity stakes in companies. That sponsor/GP role implies hands-on portfolio construction, capital call management and direct relationship work with portfolio company management teams rather than providing separately managed accounts or wrap-fee retail solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jacqueline Novogratz

    Founder & CEOCRD 6684960

  • MATTHEW COUREY

    Partner and Chief Operating OfficerCRD 4225218

Contacts

3 of 4
  • Amar Inamdar

    Managing DirectorCRD 6932655

  • Tamer Ell-Raghy

    Managing DirectorCRD 7243191

  • Lynn Roland

    General CounselCRD 6684973

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
40 Worth St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth