EXCEL VENTURE MANAGEMENT
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 161756
- Registered since
- March 29, 2012
- Website
- www.excelvm.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2FREDERICK BLUME
Managing DirectorCRD 6047833
JUAN ENRIQUEZ
Managing DirectorCRD 6047847
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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