VISIBLE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HINGHAM, Massachusetts
CRD number
301280
Registered since
January 3, 2023

Firm profile

FINTRX

Overview

Visible Ventures is organized as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and operates primarily as manager and sponsor of pooled investment vehicles: it serves as sponsor, general partner and managing member for those funds. Regulatory and firm-designation flags show it is not characterized as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

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

2 of 2
  • LORI CASHMAN

    Managing PartnerCRD 7087633

  • SUZANNE NORRIS

    ManagerCRD 3096836

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HINGHAM, MA

PLYMOUTH

Location

HINGHAM, MA

Headquartered in HINGHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PLYMOUTH
Address
100 Otis St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth