MEDTEX VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NORWALK, Connecticut
CRD number
313202
Registered since
March 22, 2021

Firm profile

FINTRX

Overview

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

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
  • WILLIAM UHL

    CFO and Co-FounderCRD 5753933

Contacts

1 of 1
  • JOHN FICHTHORN

    Investment AdvisorCRD 4049679

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth