PATTERN VENTURES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
329084
Registered since
May 17, 2024

Firm profile

FINTRX

Overview

Pattern Ventures LLC is an SEC-registered limited liability company that operates as a sponsor and general partner/managing member of pooled investment vehicles. The firm does not report traditional advisory relationships with retail or institutional advisory clients; its regulatory profile and activity center on managing at least one private pooled vehicle. Pattern Ventures is not identified as an active ESG investor, is not a multi-state adviser, and is flagged as an owner-type individual firm rather than a larger institutional allocator. The firm's public disclosures emphasize manager-level roles (sponsor/GP/managing member), which implies its core competency is structuring and operating pooled funds rather than providing standalone financial planning or separately managed account services.

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

Owners & executives

1 of 1
  • Johnny Wong

    Chief Operating OfficerCRD 7840482

Contacts

3 of 3
  • ALEXANDER KASSAN

    Managing MemberCRD 5772815

  • NICO MIZRAHI

    Co-Founder and Managing PartnerCRD 5155047

  • John Felix

    General PartnerCRD 8051948

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
10960 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth