NRV

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RICHMOND, Virginia
CRD number
289569
Registered since
September 7, 2017

Firm profile

FINTRX

Overview

NRV operates as a compact sponsor and general partner that runs pooled investment vehicles rather than retail advisory accounts. Registered as a limited liability company and active since 2017, the firm’s recorded activity centers on managing a venture capital vehicle. It is not flagged as an active ESG investor, and it does not report multi-state advisory operations or a public advisory client base. NRV’s role as sponsor, GP and managing member indicates a hands-on fund management posture: sourcing deals, conducting diligence, structuring fund terms and overseeing portfolio company governance rather than running separately managed accounts for individual advisory clients.

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

3 of 3
  • Theodore Chandler

    Co-Founder and Managing DirectorCRD 6855546

  • J Mooney

    Co-Founder and Managing DirectorCRD 6855543

  • JAMES UKROP

    Co-Founder and Managing DirectorCRD 4719528

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RICHMOND, VA

RICHMOND CITY

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
RICHMOND CITY
Address
202 W Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth