SQUADRA VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
305909
Registered since
April 11, 2024

Firm profile

FINTRX

Overview

Squadra Ventures operates as a limited liability company registered with the SEC in 2024 and appears structured to advise private investment vehicles rather than serve retail advisory accounts. The firm’s filings show an owner-type listed as individual and a classification listed as unclassified. Squadra does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. The firm’s public disclosures point to a focus on private fund management, with venture capital strategies representing the primary investment activity. That positioning suggests Squadra concentrates on sourcing, diligencing and managing equity investments in private companies, rather than offering discretionary advisory services to individual clients or broad institutional consulting.

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
  • Guy Filippelli

    Managing PartnerCRD 7194591

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, 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
BALTIMORE CITY
Address
1 Village Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth