INFORMED VENTURES ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
308889
Registered since
April 9, 2020

Firm profile

FINTRX

Overview

Informed Ventures Advisors, LLC is an SEC-registered LLC that began filing with the SEC in 2020. FINTRX categorizes ownership as a mix of a foreign entity and an individual and lists the firm as unclassified. The adviser is not positioned as a capital allocator or a multi-state adviser and is not flagged as engaging in ESG-driven investment activity. Filings show the firm functions in sponsor and general partner roles and as a managing member of pooled investment vehicles, indicating its primary activity is running private investment funds rather than offering retail advisory relationships.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • CARLA NEWELL

    CRD 6022865

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth