JAM SPECIAL OPPORTUNITY VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
324330
Registered since
December 6, 2022

Firm profile

FINTRX

Overview

JAM Special Opportunity Ventures is a limited liability company that registered as an SEC adviser in 2022 and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is organized under individual ownership and is classified as unclassified for reporting purposes. It does not report traditional advisory clients or act as a capital allocator to external accounts; instead, its activity centers on raising and managing private funds. The manager’s principal activity is running privately offered venture capital vehicles. As sponsor and managing member, the firm handles fundraising, investment selection and portfolio management for those funds. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.

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

Owners & executives

1 of 1
  • ERIC KWONG

    Chief Financial OfficerCRD 5488195

Contacts

3 of 4
  • RYAN ZACHARIA

    Managing PartnerCRD 4981499

  • ADAM ASPES

    Managing PartnerCRD 2948792

  • SEYMOUR JACOBS

    Managing PartnerCRD 1407863

Unlock 1 more contacts

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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
545 Dutch Valley Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth