University Ventures
Firm details
- Headquarters
- New York, New York
- CRD number
- 163575
- Registered since
- July 10, 2014
- Website
- www.universityventures.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
University Ventures is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2014. The firm serves an institutional client base and focuses on portfolio management for pooled investment vehicles; it also acts as a sponsor and general partner/managing member for those vehicles. Compensation mixes a percentage-of-assets model with performance-based fees. University Ventures does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 1Kevin Johnson
Chief Financial OfficerCRD 6065803
Contacts
3 of 3
Daniel Pianko
Managing DirectorCRD 3105052
Gregg Rosenthal
Financial Advisor and Registered RepresentativeCRD 2866908
Ryan Craig
Managing DirectorCRD 6046639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 104 W 40th St
- Time zone
- ET (UTC-5)
- Office locations
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