TUGBOAT VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KETCHUM, Idaho
CRD number
162076
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Tugboat Ventures is a limited liability company that acts primarily as a sponsor and general partner for pooled investment vehicles. The adviser has been SEC-registered since 2012 and is individually owned. Its reported activity centers on managing venture capital vehicles where Tugboat Ventures serves as the manager and managing member, taking responsibility for sourcing deals, structuring investments and steering portfolio company oversight. The firm does not report traditional advisory relationships with retail clients, and it is not flagged as an active ESG investor or a multi-state adviser. Its structure and stated affiliations point to a straightforward VC manager model rather than a broad wealth-management or multi-product advisory platform.

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
  • DAVID WHORTON

    CEO and FounderCRD 6048055

Contacts

1 of 1
  • Michelle Bitler

    VP, FinanceCRD 7359431

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KETCHUM, ID

BLAINE

Location

KETCHUM, ID

Headquartered in KETCHUM, ID, in the West of the United States.

Region
West
County
BLAINE
Address
360 E Avenue
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth