V2 MARKETS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
326472

Firm profile

FINTRX

Overview

V2 Markets operates as a privately held limited-liability company run by an individual owner and presents a narrow public footprint. The firm does not appear to operate as a multi-state SEC-registered adviser or to pursue active ESG investing. Its primary investment activity, as disclosed, centers on managing a single private equity fund rather than operating a traditional advisory business with retail or institutional advisory accounts. The profile and disclosures suggest the firm functions chiefly as a private capital manager: its emphasis is on pooled private equity interests and ownership stakes instead of broad-based public-market strategies or pension consulting. There is no public detail on typical sector focus, deal stage, or geographic bias for its private equity 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

Owners & executives

1 of 1
  • Jacob Gallagher

    CEO and Managing DirectorCRD 6699216

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
10 W Broadway
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth