IMPELLENT VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROCHESTER, New York
CRD number
328461
Registered since
June 4, 2024

Firm profile

FINTRX

Overview

Impellent Ventures is a privately held limited liability company that operates as a sponsor and general partner for pooled investment vehicles. Registered with the SEC in 2024, the firm functions primarily as a manager of private funds rather than as a traditional wealth adviser to retail clients. Its regulatory profile shows a narrow operating footprint: it is not positioned as a multi-state adviser, is not an active ESG investor, and does not act as a pension consultant. The firm’s stated activities center on forming and managing venture-capital style funds, serving as managing member and GP for those vehicles.

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
  • DAVID BROWN

    FounderCRD 5171862

  • PHILIP HARRISON-BEAUREGARD

    Managing General PartnerCRD 5460680

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCHESTER, NY

MONROE

Location

ROCHESTER, NY

Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
MONROE
Address
260 E Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth