LINK VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
286523
Registered since
January 9, 2023

Firm profile

FINTRX

Overview

Link Ventures is organized as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and is classified in the available data as unclassified. It does not present itself as a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator. Its principal roles include acting as an investment adviser and sponsor, and serving as a general partner and managing member of pooled investment vehicles.

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

2 of 2
  • Camilo Cepeda

    COO & Managing DirectorCRD 7696440

  • CYNTHIA BLANCO

    Chief Financial OfficerCRD 2251620

Contacts

3 of 3
  • Dominic Lloyd

    Managing DirectorCRD 6744337

  • DAVID BLUNDIN

    Co-Founder & Managing PartnerCRD 5164845

  • Matthew Rita

    Managing DirectorCRD 6744877

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, 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
MIDDLESEX
Address
1 Kendall Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth