BOUTIQUE VENTURE PARTNERS, LLC

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

Firm details

Headquarters
PALO ALTO, California
CRD number
309920

Firm profile

FINTRX

Overview

Boutique Venture Partners, LLC is organized as a limited liability company under single-individual ownership that principally operates as a sponsor and general partner. The firm’s activity centers on pooled investment vehicles: it acts as sponsor, GP and managing member of funds rather than maintaining a traditional registered advisory relationship with retail clients. Regulatory attributes in the available data show the firm is not flagged as a multi-state adviser, is not identified as an active ESG investor, and does not present itself as a pension consultant or capital allocator. The firm’s classification is listed as unclassified in the source data.

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
  • Rami El Assal

    Managing General PartnerCRD 7276328

  • Stephen Connelly

    General PartnerCRD 7276331

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
228 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth