Homestake Venture Partners LLC

RIASEC Registered
Total AUM
$2.9M
Discretionary
$0
0% of AUM
Avg account
$327K
Accounts
9
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
288161
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Homestake Venture Partners LLC is organized as a limited liability company that operates as an investment sponsor and manager of pooled vehicles for institutional clients. The firm is classified as an "Other Fund Provider" and is owned by an individual. Its advisory activity centers on portfolio management for pooled investment vehicles, and it functions in roles such as sponsor, general partner, and managing member of those vehicles. Compensation includes performance-based fees alongside other fee arrangements. Homestake does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.

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
  • Wesley Shifrin

    Wesley Shifrin

    Partner, AdvisorCRD 6714556

  • William Stoddart

    William Stoddart

    ​President and FounderCRD 5222051

  • Jeff Batton

    Jeff Batton

    PrincipalCRD 6859336

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

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth