THE CUE BALL GROUP, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 162245
- Registered since
- March 29, 2012
- Website
- www.cueball.com
Firm profile
FINTRXOverview
The Cue Ball Group, LLC is an SEC-registered investment adviser formed as a limited liability company and active since 2012. The firm functions principally as an adviser and sponsor, serving as general partner and managing member of pooled investment vehicles rather than operating as a traditional retail wealth manager. Its documented activity centers on sponsoring and managing venture capital fund vehicles, which positions the firm on the private markets side of the investment landscape. The firm is not listed as an active ESG investor and is not identified as a multi-state adviser. The regulatory and organizational data indicate a focus on fund-level management and sponsor/GP responsibilities rather than acting as a broad capital allocator to outside managers or maintaining a book of retail advisory clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ANTHONY TJAN
CEOCRD 5208679
Contacts
3 of 4JAMES WALKER
PartnerCRD 2751022
Mats Lederhausen
PartnerCRD 7592436
BRIAN CHU
PartnerCRD 2360928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Faneuil Hall Sq
- Time zone
- ET (UTC-5)
- Office locations
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