CRITICAL FRONTIER

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

Firm details

Headquarters
MONTECITO, California
CRD number
172281
Registered since
November 4, 2024

Firm profile

FINTRX

Overview

Critical Frontier LLC is an adviser and sponsor that serves as a general partner and managing member of pooled investment vehicles. The firm registered with the SEC in 2024 and is owned by an individual. It does not position itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to other firms. The firm’s activity centers on sponsoring and advising private funds—most prominently venture capital vehicles—rather than acting primarily as a retail wealth manager. That sponsor/GP role helps explain why fund-level assets reported under its funds can exceed the adviser-level assets on the balance sheet.

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
  • JASON DEHAVEN

    ControllerCRD 7530320

  • JON YLVISAKER

    Managing PartnerCRD 2782304

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MONTECITO, CA

SANTA BARBARA

Location

MONTECITO, CA

Headquartered in MONTECITO, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
1445 E Mountain Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth