IDEA FUND PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHAPEL HILL, North Carolina
CRD number
222528
Registered since
April 28, 2015

Firm profile

FINTRX

Overview

Idea Fund Partners, LLC operates as a limited liability company focused on managing pooled investment vehicles, primarily in the venture capital space. The firm does not classify itself under traditional categories such as capital allocator or pension consultant, indicating a specialized approach to investment management. With a commitment to venture capital, Idea Fund Partners emphasizes opportunities within innovative and growth-oriented sectors, although it does not actively engage in ESG investing. The firm is structured to provide advisory services, but it does not have a multi-state advisory presence.

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
  • LISTER DELGADO

    Managing PartnerCRD 6484238

  • JOHN CAMBIER

    PartnerCRD 6484236

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHAPEL HILL, NC

ORANGE

Location

CHAPEL HILL, NC

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

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
ORANGE
Address
101 Glen Lennox Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth