HALCYON VENTURE PARTNERS, LLC

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

Firm details

Headquarters
Washington, District of Columbia
CRD number
330456

Firm profile

FINTRX

Overview

Halcyon Venture Partners, LLC operates as a small, fund-focused manager that organizes and runs pooled private investment vehicles. The firm serves as sponsor, general partner and managing member of at least one pooled fund and concentrates its activity on venture-stage private investments rather than retail advisory relationships. Its public disclosures show no reported retail advisory clients; the business model centers on sourcing, executing and managing private equity stakes through a venture capital fund structure. Investment activity is directed through the firm’s fund vehicle(s). That setup implies portfolio construction driven by concentrated, illiquid positions and active portfolio company oversight typical of early-stage venture investing. The firm is not flagged as an active ESG investor and is not documented as a multistate registered adviser, which reinforces a narrow, private-funds operating footprint.

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
  • DAHNA GOLDSTEIN

    Managing PartnerCRD 7351002

  • Katherine Goodall

    Co-Managing DirectorCRD 7172961

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
200 Massachusetts Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth