SURMOUNT VENTURES MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOUTH MIAMI, Florida
CRD number
341568
Registered since
March 23, 2026

Firm profile

FINTRX

Overview

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

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
  • IVO GEIJSEN

    Managing PartnerCRD 5494863

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth