TECH SQUARE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
310303
Registered since
September 9, 2020

Firm profile

FINTRX

Overview

Tech Square Ventures operates as a sponsor and general partner that forms and manages pooled venture capital vehicles. Registered with the SEC in 2020 as a limited liability company and owned by an individual owner, the firm’s regulatory filings show it functions primarily as a fund manager rather than as a retail advisory practice. It is not identified as an active ESG investor, is not a multistate adviser, and is classified as “Unclassified” in the filing. The filing also lists the firm’s activities as sponsor, GP and managing member of pooled investment vehicles, which frames its role around sourcing, structuring and managing private company equity investments on behalf of limited partners.

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

Owners & executives

1 of 1
  • Joelle Fox

    Chief Financial OfficerCRD 7292380

Contacts

3 of 3
  • William Nussey

    PartnerCRD 7893919

  • Norman Patton

    Founder & Managing PartnerCRD 7292395

  • SCOTT LOPANO

    PartnerCRD 5934272

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
75 5th St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth