PAPPAS VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DURHAM, North Carolina
CRD number
163346
Registered since
April 2, 2012

Firm profile

FINTRX

Overview

Pappas Ventures is organized as a limited liability company and has been registered with the SEC since 2012. The firm functions as an adviser and sponsor and serves in GP and managing-member capacities for pooled investment vehicles. Ownership is listed as a mix of a domestic entity and an individual. Pappas Ventures is not identified as a capital allocator to third-party strategies, is not flagged as an active ESG investor, and does not report multi-state advisory operations.

Assets & Accounts

Investments & Alternatives

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
  • John Beasley

    TreasurerCRD 8066893

  • ARTHUR PAPPAS

    Managing PartnerCRD 6047805

  • NICOLE HERON

    CRD 8246802

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DURHAM, NC

DURHAM

Location

DURHAM, NC

Headquartered in DURHAM, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
DURHAM
Address
2520 Meridian Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth