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 an SEC-registered limited liability company formed in 2019. The firm is listed as owned by a domestic entity and an individual and is classified in the source data as “Unclassified.” The profile indicates the firm is not an active ESG investor, not a multi-state adviser, not a capital allocator, not a pension consultant, and not a related adviser. The source file does not include descriptive information about the firm’s advisory services, investment approach, fee schedule, or client types. That omission limits what can be said about positioning, target clients, or the strategies the adviser pursues.

Assets & Accounts

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

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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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