INDICATOR VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
299879
Registered since
October 4, 2019

Firm profile

FINTRX

Overview

Indicator Ventures LLC is a small, fund-focused adviser organized as a limited liability company and SEC-registered in 2019. The firm operates primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than as a traditional retail advisory practice. Its activity centers on launching and managing private venture capital funds; it is not flagged as an active ESG investor and does not present itself as a multi-state retail adviser or pension consultant. The structure and filings indicate a manager that sources, structures and runs private fund vehicles for a set of limited partners rather than offering account-based discretionary services to individual advisory clients.

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
  • GEOFFREY BERNSTEIN

    General PartnerCRD 5243077

  • JONATHAN STRUHL

    General PartnerCRD 7185343

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WELLESLEY, MA

NORFOLK

Location

WELLESLEY, MA

Headquartered in WELLESLEY, 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
NORFOLK
Address
245 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth