VIEW VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
315833
Registered since
July 13, 2021

Firm profile

FINTRX

Overview

View Ventures is an SEC-registered limited liability company formed in 2021 and owned by an individual. The firm operates as a sponsor and general partner of pooled investment vehicles, with its primary activity centered on a venture capital fund. It is not positioned as a multi-state advisory platform or an ESG-focused manager; its regulatory footprint and classification suggest a narrow, fund-driven model rather than a broad retail advisory practice. As the managing member and GP of a pooled vehicle, View Ventures functions as an active manager of private company investments. The firm’s public-facing profile indicates it concentrates on deploying capital through a single pooled structure rather than managing separate account relationships or broad wealth-management 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

Contacts

1 of 1
  • JORDAN MEYER

    Founder & Managing PartnerCRD 6304453

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4690 Fairfax Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth