OPTUM VENTURES
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 290116
- Registered since
- September 26, 2017
- Website
- www.optumventures.com
Firm profile
FINTRXOverview
Optum Ventures operates as a manager and sponsor of private investment vehicles, with its regulatory registration dating to 2017. The firm’s documented activity focuses on advising and acting as general partner or managing member for pooled venture capital funds rather than providing retail advisory services. It is set up as a limited liability company with an individual owner structure and is classified as an unclassified adviser in the available records. Strategically, the organization centers on private venture capital vehicles; it does not report functioning as a third‑party capital allocator and is not flagged as an active ESG investor or a multi‑state adviser. Its regulatory and activity designations list it as an investment adviser/sponsor and GP for pooled funds, indicating a manager-first operating model that sources, structures and oversees private fund investments.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Dean McCausland
Chief Financial OfficerCRD 6900682
Contacts
3 of 4LARRY RENFRO
Managing PartnerCRD 2155033
STEPHEN RENFRO
ManagerCRD 6184158
Kathryn Leonard
General CounselCRD 8038757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, 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
- SUFFOLK
- Address
- 75 State St
- Time zone
- ET (UTC-5)
- Office locations
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