HELICASE VENTURE ADVISORS, LLC

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

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
297812

Firm profile

FINTRX

Overview

Helicase Venture Advisors, LLC operates as a limited liability company and focuses on venture capital investments. The firm does not classify itself under a specific category and is not recognized as a capital allocator. Its investment activities are primarily centered around advising on venture capital funds, indicating a specialization in early-stage investments. Helicase Venture Advisors does not engage in ESG investing and is not affiliated with any multi-state advisory practices.

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
  • Richard Tsai

    Managing PartnerCRD 6988940

  • Joy Lee

    PartnerCRD 6987715

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
1 Beacon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth