STEP FUNCTION VENTURES MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
331964

Firm profile

FINTRX

Overview

Step Function Ventures Management LLC is an LLC run by an individual owner that operates primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles. The firm is classified as unclassified in the available data and does not appear to operate as a multi-state registered adviser, capital allocator, or pension consultant. It is not flagged as an active ESG investor. The firm’s footprint is concentrated on pooled private vehicles rather than traditional fee-for-advice retail accounts.

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
  • William Lehmann

    Founder & General PartnerCRD 8038595

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
17 Upton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth