CEI VENTURES, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
10
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BRUNSWICK, Maine
CRD number
316300
Registered since
October 10, 2023

Firm profile

FINTRX

Overview

CEI Ventures, Inc. is a corporation that registered with the SEC in 2023 and is positioned as an adviser to private venture capital funds rather than a traditional retail RIA. Public filings classify the firm as unclassified and indicate it is not a multi-state adviser, not an active ESG investor, and does not act as a pension consultant. The firm’s footprint in regulatory disclosures centers on private fund activity instead of serving advisory clients or operating widespread wealth-management channels.

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

1 of 1
  • Elisabeth Biemann

    Chief Executive OfficerCRD 7424499

Contacts

3 of 9
  • Blake Trippet

    CRD 8054197

  • Elizabeth Butler

    General CounselCRD 7424513

  • Miriam Sharp

    Board MemberCRD 7424573

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BRUNSWICK, ME

CUMBERLAND

Location

BRUNSWICK, ME

Headquartered in BRUNSWICK, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
CUMBERLAND
Address
30 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth