NEOTENY MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
298066
Registered since
April 1, 2019

Firm profile

FINTRX

Overview

Neoteny Management, LLC is an SEC-registered limited liability company that functions primarily as a manager and sponsor of pooled investment vehicles rather than a traditional advisory firm serving retail clients. The firm’s visible activity centers on directing venture capital vehicles and acting as sponsor/GP or managing member for limited partnerships and pooled funds. It does not present itself as an ESG-focused allocator and is not identified as a multi-state adviser. Structurally, Neoteny positions itself as a capital manager for private funds rather than a broad-based wealth manager. That profile is reinforced by its fund-first activity and absence of reported retail advisory accounts. Expect the firm’s allocation interests to skew toward privately negotiated equity opportunities sourced through fund-level deal flow and limited partner relationships.

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