TOWN HALL VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
285924
Registered since
March 6, 2017

Firm profile

FINTRX

Overview

Town Hall Ventures, LLC is an SEC-registered limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. Since its 2017 registration, the firm has focused on running private funds rather than serving retail advisory clients or operating as a traditional registered investment adviser with separately managed accounts. Regulatory descriptors indicate it is not a multi-state adviser and it does not present itself as a capital allocator in the sense of managing separate advisory AUM for outside clients. The firm’s activity centers on forming and managing venture capital funds and acting as the managing member or GP for those vehicles. That role typically encompasses sourcing deals, structuring fund investments, overseeing portfolio-company governance, and leading capital deployment and follow-on decisions 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

Contacts

3 of 5
  • DAVID WHELAN

    Co-Founder and General PartnerCRD 4289170

  • ANDREW SLAVITT

    Co-Founder and General PartnerCRD 7091349

  • TREVOR PRICE

    Founder and ChairmanCRD 4560559

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
72 Greene St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth