TRUFFLE VENTURES ADVISORS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIDDLETOWN, Delaware
CRD number
323721

Firm profile

FINTRX

Overview

Truffle Ventures Advisors operates as a Limited Liability Company and focuses primarily on venture capital and private equity investments. The firm has carved out a niche in advising on a range of funds, with a notable emphasis on venture capital. While specific details about their client base and fee structure are not disclosed, the firm is characterized as unclassified and does not engage in capital allocation or pension consulting activities. Truffle Ventures Advisors does not actively pursue ESG investments, indicating a more traditional approach to investment strategies.

Assets & Accounts

Public Holdings

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

2 of 2
  • David Malka

    CEO and FounderCRD 7648465

  • Weston McCloy

    Chief Compliance OfficerCRD 7644473

Contacts

1 of 1
  • Jhaj Jusmaan

    Managing MemberCRD 7648466

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIDDLETOWN, DE

NEW CASTLE

Location

MIDDLETOWN, DE

Headquartered in MIDDLETOWN, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
221 N Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth