NEOTENY 3 MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
187513

Firm profile

FINTRX

Overview

Neoteny 3 Management, LLC is a domestic limited liability company that operates as an unclassified adviser and acts as a sponsor/GP for pooled investment vehicles. The firm does not position itself as a traditional capital allocator or multi-state registered adviser, and it is not identified as an active ESG investor. Its regulatory registration year is not listed in the source data. The firm's business activity centers on managing at least one pooled vehicle rather than providing retail advisory services. The available information indicates a narrow, fund-focused operating model rather than a broad wealth-management platform.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WELLESLEY, MA

NORFOLK

Location

WELLESLEY, MA

Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
15 Walnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth