KALEO VENTURES

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
335165

Firm profile

FINTRX

Overview

Kaleo Ventures is a limited liability company that operates as a sponsor and general partner for pooled investment vehicles, with its primary activity listed as "Other Financial Product Salesperson." The firm is not registered as a multi-state adviser, does not identify as an active ESG investor, and is not designated as a capital allocator. Kaleo Ventures focuses its activity through private pooled vehicles rather than traditional advisory relationships with retail or institutional advisory clients. As sponsor and managing member of its funds, Kaleo Ventures takes an operational role in structuring and governing pooled investments. The firm's public filings emphasize fund sponsorship and GP responsibilities rather than running a separate advisory practice or broad wealth-management platform.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3544 Flaxley Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth