Plus Venture Partners, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Venice, California
CRD number
299033
Registered since
August 7, 2019

Firm profile

FINTRX

Overview

Plus Venture Partners, LLC is organized as a limited liability company and has been SEC-registered since 2019. FINTRX classifies the firm as "Unclassified" and lists the owner type as a combination of a domestic entity and an individual. The profile contains minimal public detail about the firm’s client segments, advisory services, or business lines. Regulatory/operational attributes recorded for the firm indicate it does not operate as a capital allocator and is not flagged as an active ESG investor. Additional flags show it is not a multi-state adviser, not a newly formed adviser per FINTRX’s criteria, and not identified as a pension consultant or a related adviser.

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
  • Nicole Leb

    Chief Compliance OfficerCRD 5958519

Contacts

3 of 4
  • Adam Lilling

    Adam Lilling

    Founder and Managing DirectorCRD 6190161

  • Robert Peters

    Robert Peters

    FinOpCRD 1704577

  • Amanda Groves

    Amanda Groves

    General PartnerCRD 6208032

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Venice, CA

Los Angeles

Location

Venice, CA

Headquartered in Venice, 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
1729 Abbot Kinney Blvd
Time zone
PT (UTC-8)
Office locations

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