EQUAL OPPORTUNITY VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
304671
Registered since
December 13, 2023

Firm profile

FINTRX

Overview

Equal Opportunity Ventures is structured as a limited partnership that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm registered with the SEC in 2023 and positions itself around managing private fund capital rather than providing traditional advisory accounts to external retail or institutional clients. It does not identify as an active ESG investor, is not set up as a broad capital allocator, and does not describe itself as a multi‑state adviser or pension consultant. Its documented affiliations emphasize roles typical of fund sponsors: other investment adviser and sponsor, general partner, and managing member of pooled investment vehicles.

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

2 of 2
  • Roland Fryer

    Founding PartnerCRD 7808667

  • WILLIAM HELMAN

    Founding PartnerCRD 6035551

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
1430 Massachusetts Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth