POWERSET

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CLAYMONT, Delaware
CRD number
334727
Registered since
February 4, 2025

Firm profile

FINTRX

Overview

Powerset operates as a corporate sponsor and general partner, serving as managing member for pooled investment vehicles with a primary focus on venture capital. The firm is positioned as a private fund manager rather than a traditional advisory firm for retail clients: it registers with the SEC (registration recorded in 2025) and does not report a retail client base. Powerset’s activity centers on forming and running closed-end funds that make direct investments into privately held companies; it performs sponsor/GP duties typical of small-scale venture managers, including capital raising, portfolio construction and active oversight of portfolio company workstreams. Regulatory and operational attributes reported include that Powerset is not a multi-state adviser and does not identify as an active ESG investor. The firm’s public disclosures do not include a retail fee schedule or typical account-level advisory mandates, reinforcing its orientation toward private fund sponsorship rather than discretionary retail RIA business.

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

Contacts

1 of 1
  • JAKE ZELLER

    FounderCRD 6795508

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLAYMONT, DE

NEW CASTLE

Location

CLAYMONT, DE

Headquartered in CLAYMONT, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
2093 Philadelphia Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth