COLLAGE VENTURE PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
316063
Registered since
May 2, 2022

Firm profile

FINTRX

Overview

Collage Venture Partners, LLC is organized as a limited liability company and is listed as an SEC-registered adviser with a 2022 filing. Ownership is held by an individual rather than an institutional parent. The firm’s profile is categorized as unclassified in the source data. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. The source provides no detail on advisory specialties, fee schedules, client segments, or day-to-day business activities.

Assets & Accounts

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
  • Anthony Stefan

    Chief Compliance OfficerCRD 7871985

Contacts

3 of 8
  • MARC ODERMATT

    Capital Markets LeadCRD 6547026

  • JOHN THORNTON

    FinancialCRD 6463300

  • RALPH REINFRANK

    Investment BankingCRD 858086

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
929 Alton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth