EXCEL VENTURE MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
161756
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Excel Venture Management is a limited liability company that registered with the SEC in 2012. The firm’s public profile points to activity as an investment sponsor and manager of pooled vehicles rather than as a traditional multi-state advisory practice; its owner type is listed as individual and its regulatory classification is unclassified. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant. Activities and filings indicate Excel Venture Management operates in roles typical of private fund sponsors: acting as a general partner, managing member, and sponsor of pooled investment vehicles.

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
  • FREDERICK BLUME

    Managing DirectorCRD 6047833

  • JUAN ENRIQUEZ

    Managing DirectorCRD 6047847

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, 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
SUFFOLK
Address
71 Commercial St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth