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 first registered with the SEC in 2022. Public disclosures identify an individual owner and classify the firm as “unclassified” with only minimal operational detail available. The adviser is not identified as a multi-state adviser, is not an active ESG investor, and is not characterized as a capital allocator. Filings also indicate the firm is not a pension consultant and has no reported related adviser relationships. The firm has provided little information about its business lines, client types, fee arrangements, or advisory activities in publicly available data. That lack of disclosure makes it difficult to describe investment strategy, target client segments, or service model beyond its legal form and registration status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Anthony Stefan

    Anthony Stefan

    Chief Compliance OfficerCRD 7871985

Contacts

3 of 8
  • Jacob Barrett

    Jacob Barrett

    Special Projects ManagerCRD 7355785

  • John Thornton

    FinancialCRD 6463300

  • Ralph Reinfrank

    Investment BankingCRD 858086

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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