VISIONNAIRE VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
282513
Registered since
January 15, 2016

Firm profile

FINTRX

Overview

Visionnaire Ventures, LLC is an LLC that registered with the SEC in 2016. Its ownership structure includes both an individual and a foreign entity, and it is classified in the source data as "Unclassified." The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser and is not described as a newly formed adviser, pension consultant, or related adviser. The firm’s activity centers on sponsoring and operating pooled investment vehicles: the firm is recorded as an investment adviser and sponsor and is identified as a general partner and managing member for pooled vehicles. That alignment suggests its primary business model is fund management rather than traditional retail advisory relationships.

Assets & Accounts

Investments & Alternatives

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
  • KEITH NILSSON

    Managing Partner and Co-FounderCRD 2936189

  • Susan Choe

    Founder and Managing PartnerCRD 6600050

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
166 Geary St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth