WATERLINE VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
173281
Registered since
March 31, 2020

Firm profile

FINTRX

Overview

Waterline Ventures, LLC is a limited liability company that operates as a sponsor and general partner of pooled investment vehicles. Registered with the SEC in 2020, the firm is structured around managing venture capital funds rather than running retail advisory accounts. The firm’s regulatory profile shows a single-owner structure (owner type: individual) and an “unclassified” advisory classification; it is not identified as an active ESG investor, multi-state adviser, pension consultant, or independent capital allocator. Investment activity centers on venture capital: Waterline Ventures structures and manages pooled funds that take private equity stakes in early-stage companies. As a GP/sponsor, the firm’s primary role is fund formation, deal sourcing, portfolio management and oversight of the fund lifecycle rather than acting as a traditional wealth manager to individual accounts. The firm’s setup and disclosures indicate a focused, fund-based operating model with emphasis on illiquid, high-conviction investments typical to venture strategies.

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
  • ROBERT GREENGLASS

    PartnerCRD 5384192

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, 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
MIDDLESEX
Address
44 Brattle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth