DREAMIT VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ESTERO, Florida
CRD number
295030
Registered since
March 29, 2018

Firm profile

FINTRX

Overview

Dreamit Ventures is organized as a limited liability company and has been SEC-registered since 2018. The firm functions primarily as a sponsor and general partner, acting as managing member for pooled investment vehicles rather than operating as a traditional retail wealth manager. Available data indicate it does not position itself as a capital allocator to separate accounts and is not identified as an active ESG investor.

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

1 of 1
  • Darren Sandberg

    Managing PartnerCRD 6928080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ESTERO, FL

LEE

Location

ESTERO, FL

Headquartered in ESTERO, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
LEE
Address
20791 Three Oaks Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth