TENFORE HOLDINGS

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
167988
Registered since
May 31, 2013

Firm profile

FINTRX

Overview

Tenfore Holdings is an investment sponsor and general partner that operates primarily as the managing member of pooled investment vehicles. The firm’s activities center on creating and running private funds rather than acting as a retail or institutional investment adviser in a traditional advisory account model. Its track record since registration in 2013 is concentrated on pooled, privately placed vehicles, which implies the firm’s core competency is fund formation, capital raising from limited partners and active portfolio oversight of private investments. Investment activity is focused on venture capital strategies: Tenfore structures and manages multiple venture funds, sources deal flow, conducts due diligence on prospective portfolio companies, and carries out ongoing board-level or operational monitoring consistent with GP responsibilities. The firm is not positioned as an ESG-focused allocator and does not present itself as a multi-state adviser or pension consultant.

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
  • Andrew Phillips

    Chief Financial OfficerCRD 7522600

Contacts

1 of 1
  • DANIEL LEVINE

    Managing MemberCRD 6200912

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
250 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth