TEAM VELU HORIZON HOLDING MANAGER

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
McKinney, Texas
CRD number
335514

Firm profile

FINTRX

Overview

Team Velu Horizon Holding Manager is organized as a limited liability company and is owned by an individual. The firm’s public profile is narrowly focused: it sponsors limited partnerships and serves as sponsor, general partner and managing member of pooled investment vehicles. That governance and sponsor role implies the firm primarily operates on the private fund side of the market rather than as a retail advisor or multi-state advisory platform. Registry and regulatory detail are limited in the available record; the firm is not identified as an active ESG investor and is not flagged as a pension consultant or related 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

Contacts

2 of 2
  • Raman Velu

    PrincipalCRD 8137654

  • Ganapath Velu

    PrincipalCRD 8137655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

McKinney, TX

COLLIN

Location

McKinney, TX

Headquartered in McKinney, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
10801 Marble Falls Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth