RAZOR'S EDGE VENTURES II, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RESTON, Virginia
CRD number
297288
Registered since
June 12, 2018

Firm profile

FINTRX

Overview

Razor's Edge Ventures II, LLC is a privately held limited liability company that registered with the SEC in 2018 and is owned by an individual. The firm operates primarily as an adviser and sponsor, acting as general partner and managing member for pooled investment vehicles rather than as a traditional retail adviser with client accounts. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • Catherine Berta

    CFO & CCOCRD 7027801

Contacts

3 of 5
  • JACK KERRIGAN

    Managing PartnerCRD 6046177

  • MARK SPOTO

    Managing PartnerCRD 6045580

  • MARY STYER

    Managing PartnerCRD 6042739

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

RESTON, VA

FAIRFAX

Location

RESTON, VA

Headquartered in RESTON, 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
FAIRFAX
Address
1875 Explorer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth