FORMATION VENTURE ENGINEERING MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BEVERLY, Massachusetts
CRD number
320772

Firm profile

FINTRX

Overview

Formation Venture Engineering Management, LLC is organized as a limited liability company and functions primarily as a sponsor/GP and managing member for pooled investment vehicles. The firm’s publicly listed activity centers on managing private funds rather than running a traditional advisory business for retail or institutional separate accounts. The dataset identifies the owner type as an individual and classifies the adviser as unclassified; it does not list an SEC registration year. Formation Venture Engineering is not flagged as an active ESG investor, not a multi-state adviser, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

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

3 of 4
  • RAHUL BHANSALI

    Managing PartnerCRD 4973682

  • Ajay Verma

    Founder and General PartnerCRD 7681873

  • William Hill

    Co-Founder and General PartnerCRD 7681871

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BEVERLY, MA

ESSEX

Location

BEVERLY, MA

Headquartered in BEVERLY, 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
ESSEX
Address
100 Cummings Ctr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth