MOXXIE MANAGEMENT, LLC
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 315493
- Registered since
- July 16, 2021
Firm profile
FINTRXOverview
Moxxie Management, LLC operates principally as a sponsor and manager of pooled investment vehicles, with venture capital identified as the firm’s primary investment focus. The firm serves in roles typical of a general partner or managing member, structuring and operating private funds rather than acting as a traditional retail wealth manager. Moxxie Management is SEC-registered (since 2021) and organized as a limited liability company under individual ownership. Its public filings indicate it does not function as a capital allocator, is not an active ESG investor, and does not report broad multi-state advisory activity. Business activity filings list the firm as engaged in “other financial product salesperson” work and show industry affiliations consistent with operating and sponsoring private investment vehicles. That positioning suggests a business model built around raising, managing and administering private funds rather than on advising individual retail accounts or providing large-scale institutional consulting.
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
Contacts
2 of 2KATIE JACOBS STANTON
Founder and General PartnerCRD 3002932
Alexander Roetter
General PartnerCRD 7413156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 2525 Arapahoe Ave
- Time zone
- MT (UTC-7)
- Office locations
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