CR VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HAVERTOWN, Pennsylvania
CRD number
319360
Registered since
March 23, 2022

Firm profile

FINTRX

Overview

CR Ventures Management, LLC is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The adviser is classified as unclassified in the available data and is not described as a capital allocator or an active ESG investor. It does not operate as a multi-state adviser under the provided snapshot. Its principal role is acting as sponsor, general partner and managing member of pooled investment vehicles rather than delivering traditional retail advisory services.

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
  • RICHARD LUNGEN

    General PartnerCRD 2298530

  • Charles Falcone

    General PartnerCRD 7517153

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HAVERTOWN, PA

DELAWARE

Location

HAVERTOWN, PA

Headquartered in HAVERTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
86 W Eagle Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth