TIA VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
319631
Registered since
June 6, 2022

Firm profile

FINTRX

Overview

TIA Ventures Management, LLC is an SEC-registered limited liability company that began registration in 2022 and is owned by an individual. The firm functions as a sponsor, general partner, and managing member of pooled investment vehicles rather than operating as a traditional discretionary allocator to external managers. It is not positioned as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity.

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
  • ANDREW GREENFIELD

    General PartnerCRD 7557055

  • WILLIAM HAPWORTH

    General PartnerCRD 5154147

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, 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
FAIRFIELD
Address
8 Wright St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth