PELION VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
10
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DRAPER, Utah
CRD number
162762
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Pelion Venture Partners is a corporate investment manager that has been SEC-registered since 2012. The firm functions as a sponsor and general partner — serving as managing member of pooled investment vehicles — rather than operating primarily as a traditional advisory capital allocator. Filings indicate it is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant.

Assets & Accounts

Public Holdings

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
  • STEVEN GLOVER

    Chief Financial OfficerCRD 7250490

Contacts

3 of 9
  • BENJAMIN LAMBERT

    PartnerCRD 7358370

  • CARL LEDBETTER

    PartnerCRD 6044016

  • CHRISTIAN COOPER

    General PartnerCRD 6048706

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DRAPER, UT

SALT LAKE

Location

DRAPER, UT

Headquartered in DRAPER, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
14761 S Future Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth