SQN VENTURE PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$137M
Discretionary
$137M
100% of AUM
Avg account
$45.8M
Accounts
3
Employees
8
Advisory reps
3

Firm details

Headquarters
CHARLESTON, South Carolina
CRD number
301483
Registered since
April 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SQN Venture Partners, LLC is a small, institutionally focused alternative investment manager that acts primarily as sponsor and general partner for pooled investment vehicles. The firm is structured as a limited liability company, registered with the SEC in 2022, and operates as a registered representative of a broker-dealer in support of its capital-raising and placement activities. Its advisory mandate centers on portfolio management for pooled vehicles rather than individual retail advisory accounts. Investment activity is concentrated in private markets. The firm’s business model includes running funds or similar pooled vehicles where it can exercise direct manager control as GP or managing member, and it charges a mix of percentage-of-AUM fees and performance-based fees consistent with typical private fund economics. SQN does not position itself as an ESG active investor and is not organized as a multi-state adviser.

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
  • VANESSA FIORE

    Chief Compliance OfficerCRD 5464687

Contacts

2 of 2
  • Ryan McCalley

    Founder & Managing PartnerCRD 7097814

  • Nicholas Barnett

    Executive Vice PresidentCRD 5258906

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CHARLESTON, SC

CHARLESTON

Location

CHARLESTON, SC

Headquartered in CHARLESTON, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
320 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth