VELVET VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
338571
Registered since
March 31, 2026

Firm profile

FINTRX

Overview

Velvet Ventures, LLC is organized as a limited liability company that registers with the SEC (registration noted in 2026). The firm’s primary activity centers on sponsoring and managing pooled investment vehicles, with an emphasis on venture capital strategies. Velvet Ventures holds roles across the investment ecosystem — acting as sponsor, general partner and managing member of funds — and is also affiliated with broker‑dealer and other investment adviser activities. The firm is not flagged as an active ESG investor, does not operate as a pension consultant, and is not characterized as a capital allocator or a multi‑state adviser. Given its structure and stated affiliations, Velvet Ventures appears to act more as a fund sponsor and GP rather than a traditional retail wealth manager or institutional allocator. That orientation points to capital deployment into privately negotiated ventures and manager-led investment vehicles rather than into broad public market mandates.

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

2 of 2
  • ALEX JOHNSON

    Co-Founder & CEOCRD 7629672

  • PETER DOLEZAL

    General Counsel & Chief Compliance OfficerCRD 4119021

Contacts

3 of 3
  • JOSEPH TARTONI

    PartnerCRD 4871500

  • JASON JOHNSON

    Managing DirectorCRD 4675933

  • Tyler Morrey

    Managing PartnerCRD 8083547

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
353 W Pierpont Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth