PLUM ALLEY MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299651
Registered since
March 25, 2021

Firm profile

FINTRX

Overview

Plum Alley Management LLC is an SEC-registered investment adviser formed as a limited liability company and active in managing pooled investment vehicles. The firm functions primarily as sponsor, general partner and managing member of funds rather than as a traditional separate-account wealth manager. Its regulatory filings indicate a focus on venture capital strategies, with activity centered on creating, operating and overseeing pooled funds for outside owners. Plum Alley is not identified as an active ESG investor and does not report itself as a multi-state adviser or a capital allocator in the provided data.

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
  • DEBORAH BURESH

    Founder and CEOCRD 1493967

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
43 W 23rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth