NORWICH VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
170981
Registered since
March 24, 2014

Firm profile

FINTRX

Overview

Norwich Ventures is a limited liability company registered with the SEC in 2014 that operates primarily as the sponsor and general partner of pooled investment vehicles. The firm’s activity centers on venture capital investing rather than traditional registered advisory relationships. It is not identified as an active ESG investor and does not report a multi-state advisory footprint. Norwich Ventures presents as a small, specialized manager that sources, structures and runs private investment vehicles instead of managing retail or institutional advisory accounts.

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
  • AARON SANDOSKI

    Co-Founder & Managing DirectorCRD 2394276

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WALTHAM, MA

MIDDLESEX

Location

WALTHAM, MA

Headquartered in WALTHAM, 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
MIDDLESEX
Address
303 Wyman St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth