MOXXIE VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOULDER, Colorado
CRD number
305096
Registered since
March 21, 2020

Firm profile

FINTRX

Overview

Moxxie Ventures Management, LLC is a small SEC-registered investment adviser organized as a limited liability company and registered in 2020. The firm’s public profile indicates its primary activity is sponsoring and managing pooled investment vehicles: it acts as an investment adviser and sponsor, serving as general partner and managing member of private funds. Moxxie Ventures is not classified as a capital allocator and does not identify as an active ESG investor or a multi-state adviser in disclosed filings. The firm’s investment footprint is concentrated in venture capital: its reporting and organizational roles point toward fund-level investing rather than running retail advisory programs. The ownership structure of the business is listed as individual, and the adviser is categorized as unclassified for broader industry taxonomy.

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

1 of 1
  • KATIE JACOBS STANTON

    Founder and General PartnerCRD 3002932

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth