ADAPTATION VENTURES LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
341422

Firm profile

FINTRX

Overview

Adaptation Ventures LLC is organized as a limited liability company with individual ownership and is not positioned as a traditional multi-state registered advisory practice. Public records in the snapshot show no registered advisory client base or fee schedule, and the firm is not identified as an active ESG investor. Its principal operational role is as a sponsor, general partner and managing member of pooled investment vehicles rather than as a retail advisory firm.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • BRITTANY PALMER

    Managing PartnerCRD 8242777

  • Richard Palmer

    Managing PartnerCRD 8242788

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, 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
FAIRFIELD
Address
8 Wright St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth