SANTE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
160280
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Sante Ventures is organized as a limited liability company and has been registered with the SEC since 2012. The firm identifies its owner type as a domestic entity and individual and is classified in the dataset as unclassified. It reports roles as an adviser and sponsor—acting as a general partner and managing member of pooled investment vehicles—rather than as a traditional retail wealth manager. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state or newly formed 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

Contacts

3 of 3
  • KEVIN LALANDE

    Founding Managing DirectorCRD 6031861

  • DOUG FRENCH

    Founding Managing DirectorCRD 6031793

  • JOE CUNNINGHAM

    Founding Managing DirectorCRD 6031857

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1300 Red River St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth