MEDTEX VENTURES, LLC
Firm details
- Headquarters
- NORWALK, Connecticut
- CRD number
- 313202
- Registered since
- March 22, 2021
Firm profile
FINTRXOverview
Medtex Ventures, LLC is a small, individually owned limited liability company that operates as an investment sponsor and manager of pooled vehicles. The firm is SEC-registered (registration year listed as 2021) and is classified as unclassified in the source data. Medtex is not described as a multi-state adviser, a capital allocator, or an active ESG investor. Its stated industry roles identify it as an other investment adviser and sponsor, serving as general partner and managing member of pooled investment vehicles rather than as a traditional wealth manager or registered broker-dealer. The firm’s business model centers on sponsoring and operating private pooled funds. That structure implies Medtex’s primary client relationships are with fund investors (limited partners) rather than with separate managed-account retail clients. The firm is positioned to originate, structure and manage private fund vehicles rather than to provide broad fiduciary services to individual households.
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
Owners & executives
1 of 1WILLIAM UHL
CFO and Co-FounderCRD 5753933
Contacts
1 of 1JOHN FICHTHORN
Investment AdvisorCRD 4049679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORWALK, CT
FAIRFIELD
Location
NORWALK, CT
Headquartered in NORWALK, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 119 Rowayton Ave
- Time zone
- ET (UTC-5)
- Office locations
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