TECHSTARS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
162948
Registered since
April 2, 2012

Firm profile

FINTRX

Overview

Techstars operates primarily as a sponsor and general partner that manages pooled investment vehicles rather than as a traditional advisory firm serving retail client accounts. The entity is organized as a limited liability company and has been registered with the SEC since 2012. Its filing indicates it acts as sponsor, GP and managing member for multiple funds, with a clear concentration on venture capital strategies. The firm does not identify itself as a capital allocator in the sense of running discretionary advisory accounts for external clients, nor is it listed as an active ESG investor or a multi‑state investment adviser in its filings.

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

3 of 3
  • Andrew Cleland

    Chief Investment OfficerCRD 7895796

  • COHEN DAVID

    Founder & CEOCRD 6048874

  • Jonathan Geehan

    Chief Financial OfficerCRD 7962178

Contacts

2 of 2
  • Melissa Westbrook

    General CounselCRD 7962382

  • SHIRLEY ROMIG

    CRD 5585906

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
25 W 45th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth