EXCELERATE HEALTH VENTURES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DURHAM, North Carolina
CRD number
312957
Registered since
February 22, 2021

Firm profile

FINTRX

Overview

Excelerate Health Ventures LLC is structured as a limited liability company and operates as a sponsor and general partner of pooled investment vehicles. Filings identify the firm as a manager of venture capital funds; the firm name and fund focus indicate an emphasis on health-sector venture investing, with capital deployed through closed-end pooled vehicles rather than retail advisory accounts. The firm registered with the SEC in 2021, is owned by an individual, and is classified as unclassified in regulatory filings. It is not flagged as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.

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

3 of 3
  • Babak Bahram

    Managing PartnerCRD 7339000

  • Maulik Mehta

    Managing PartnerCRD 8233451

  • Andrew Schwab

    Managing PartnerCRD 7339008

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DURHAM, NC

DURHAM

Location

DURHAM, NC

Headquartered in DURHAM, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
DURHAM
Address
600 Park Offices Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth