PROOF

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
285482
Registered since
October 27, 2016

Firm profile

FINTRX

Overview

Proof operates as a limited liability company that registers with the SEC and functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s visible activity centers on creating and advising private funds rather than offering traditional advisory relationships to retail clients. Proof’s filings show an emphasis on venture capital vehicles: the firm advises a large number of funds and serves in managing-member and GP roles, which implies hands-on responsibilities for deal sourcing, portfolio construction and governance across its vehicles. Proof is structured with individual ownership and has been SEC-registered since 2016. It does not present itself as an active ESG investor or a multi-state advisory business in public filings.

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
  • Margaret Varona

    Chief Financial OfficerCRD 7242026

Contacts

3 of 5
  • JENNIFER SCHRETTER

    General PartnerCRD 4900766

  • Michael Zarlenga

    General CounselCRD 7090824

  • John Burke

    Co-FounderCRD 6721997

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
1550 Crystal Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth