ATARAXIA PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PACIFICA, California
CRD number
317485
Registered since
September 19, 2023

Firm profile

FINTRX

Overview

Ataraxia Partners, LLC is a limited liability company that registered with the SEC in 2023 and operates as an owner-managed advisory/asset management entity. The firm’s principal activity is acting as sponsor, general partner and managing member of pooled investment vehicles, with a clear emphasis on venture capital fund management. Regulatory classifications list the firm as unclassified and not a capital allocator; it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The business model centers on private fund formation and governance rather than running traditional advisory relationships with retail or institutional separate accounts. That sponsor/GP role implies the firm is responsible for sourcing deals, structuring vehicles, making investment decisions at the fund level, and carrying out fund-level governance and compliance.

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
  • Andrew Nealon

    Chief AnalystCRD 7978699

  • PATRICK NICOLL

    General Counsel, Chief Operating OfficerCRD 7179844

Contacts

2 of 2
  • Jun Deng

    Investment PartnerCRD 7978698

  • BRADLEY WELCH

    Managing DirectorCRD 4839622

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PACIFICA, CA

SAN MATEO

Location

PACIFICA, CA

Headquartered in PACIFICA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1010 Park Pacifica Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth