KALEO VENTURES
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 335165
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
Similar firms
JUNIPER CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorDALLAS, TX
SEVIN ROSEN FUNDS
Exempt Reporting AdvisorDALLAS, TX
HEWES FUND MANAGEMENT, LLC
Exempt Reporting AdvisorDALLAS, TX
CENTURY BRIDGE PARTNERS MANAGEMENT, LLC
Exempt Reporting AdvisorDALLAS, TX
S LINE CAPITAL ADVISORS
Exempt Reporting AdvisorDALLAS, TX
BOARDAGE CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorDALLAS, TX