SURMOUNT VENTURES MANAGEMENT LLC
Firm details
- Headquarters
- SOUTH MIAMI, Florida
- CRD number
- 341568
- Registered since
- March 23, 2026
Firm profile
FINTRXOverview
Surmount Ventures Management LLC is an LLC that registered with the SEC in 2026 and is owned by an individual. Publicly listed business classifications are limited: the firm is recorded as unclassified, is not designated a capital allocator, and is not an active ESG investor. The adviser is not identified as operating across multiple states. Operational and client-facing details such as fee structure, specific advisory activities, and a stated client base were not provided. The available record indicates the firm’s primary activity is advising private funds rather than serving retail or institutional wrap accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1IVO GEIJSEN
Managing PartnerCRD 5494863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTH MIAMI, FL
MIAMI DADE
Location
SOUTH MIAMI, FL
Headquartered in SOUTH MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 5966 S Dixie Hwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ATLAS GROVE MANAGEMENT LLC
Exempt Reporting AdvisorSOUTH MIAMI, FL
WRB SERRA PARTNERS
Exempt Reporting AdvisorTAMPA, FL
HALMOS CAPITAL PARTNERS LLC
Exempt Reporting AdvisorCORAL GABLES, FL
MORNING CALM FUND MANAGER CORP.
Exempt Reporting AdvisorBOCA RATON, FL
V2M CAPITAL LLC
Exempt Reporting AdvisorPALM BEACH GARDENS, FL
RED OAK PARTNERS, LLC
Exempt Reporting AdvisorBOCA RATON, FL