ERLI VENTURES MC, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ERIE, Colorado
CRD number
288670

Firm profile

FINTRX

Overview

Erli Ventures Mc, LLC operates as a small sponsor and general partner that structures and manages pooled investment vehicles rather than servicing retail advisory clients. Its public filings identify the firm as an individual-owned LLC that is focused on private fund activity, acting as sponsor, GP and managing member of collective investment vehicles. The firm is not identified as an active ESG investor, is not organized as a multi-state adviser, and does not report a pension consulting practice. Given the firm’s footprint and the fund mix, its mandate centers on private capital and hedge strategies rather than broad-based wealth management or custody-based retail relationships.

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
  • Alexander Bogusky

    MemberCRD 6841487

  • Dane McDonald

    ManagerCRD 6841486

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ERIE, CO

WELD

Location

ERIE, CO

Headquartered in ERIE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
WELD
Address
3336 Arapahoe Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth