ARSENAL VENTURE PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$394M
Discretionary
$394M
100% of AUM
Avg account
$32.8M
Accounts
12
Employees
4
Advisory reps
3

Firm details

Headquarters
WINTER PARK, Florida
CRD number
160426
Registered since
February 17, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arsenal Venture Partners is an SEC-registered venture capital manager that provides portfolio management for pooled investment vehicles and serves as sponsor, general partner and managing member of those vehicles. The firm’s client base is institutional and it operates under an owner-type classified as individual. Since its SEC registration in 2012, Arsenal has concentrated its activity on venture capital strategies and related pooled fund structures rather than on retail advisory relationships. Its fee model includes a percentage-of-AUM component and performance-based compensation, consistent with typical venture fund economics. The firm is not identified as an active ESG investor and does not operate as a multistate or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ORLANDO MENDOZA

    General PartnerCRD 2790392

  • JASON ROTTENBERG

    General PartnerCRD 6019114

  • JOHN TRBOVICH

    Co-Founder & General PartnerCRD 2382869

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WINTER PARK, FL

ORANGE

Location

WINTER PARK, FL

Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
750 S Orlando Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth