MOTLEY FOOL VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ALEXANDRIA, Virginia
CRD number
298748
Registered since
September 18, 2018

Firm profile

FINTRX

Overview

Motley Fool Ventures is a limited liability company that operates primarily as a sponsor and manager of pooled private investment vehicles. Since its SEC registration in 2018 the firm’s activity centers on venture capital investing rather than traditional retail advisory relationships. Its filings indicate roles that include acting as an investment adviser to pooled vehicles, and affiliations listed include CPO/CTA capacity and serving as sponsor, general partner or managing member of funds. The firm is not marked as an active ESG investor and is organized as a domestic, individual-owned entity. Its set-up points toward managing capital through fund structures rather than delivering ongoing fiduciary advisory services to retail clients.

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

Contacts

3 of 4
  • ROBERT RUNETT

    PartnerCRD 5644661

  • LAWRENCE GREENBERG

    Venture PartnerCRD 5644625

  • Harry Hsing

    General CounselCRD 8022562

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALEXANDRIA, VA

ALEXANDRIA CITY

Location

ALEXANDRIA, VA

Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ALEXANDRIA CITY
Address
2000 Duke St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth