VOLITION CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
162180
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Volition Capital LLC is a private investment manager organized as an LLC and registered with the SEC since 2012. The firm operates as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than acting as a traditional retail or multi-state advisory firm. Its stated activity profile identifies venture capital funds as the primary product offering; the firm is not flagged as an active ESG investor and does not present itself as a pension consultant or related adviser. Volition’s operating model centers on raising and managing pooled private funds. That positioning means its client relationships are formed through limited partner commitments to its funds rather than through separate-account advisory mandates. The firm is owned by an individual and is classified in the dataset as unclassified with respect to other organizational categories.

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
  • Michael Wilkens

    Chief Financial OfficerCRD 7896560

Contacts

3 of 3
  • SEAN CANTWELL

    Managing PartnerCRD 6314347

  • LAWRENCE CHENG

    Managing PartnerCRD 6045252

  • ROGER HURWITZ

    Managing PartnerCRD 2718580

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, 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
SUFFOLK
Address
699 Boylston St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth