CHARTED VENTURES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
328572
Registered since
October 30, 2024

Firm profile

FINTRX

Overview

Charted Ventures LLC is an LLC that registered with the SEC in 2024 and is owned by an individual. The firm positions itself as a sponsor and manager of pooled investment vehicles: FINTRX lists it as acting as sponsor, general partner and managing member for such vehicles. The dataset also notes the firm is not an active ESG investor and is classified as unclassified for its adviser profile. Regulatory and business-type fields in the snapshot are sparse beyond the registration year and owner type, which suggests the entity operates primarily through fund sponsorship and GP roles rather than through a broad advisory practice serving retail or institutional advisory clients.

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

Contacts

2 of 2
  • Jeffrey Feng

    CRD 6401407

  • Jayendra Jog

    ManagerCRD 6996333

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
1201 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth