Worth Venture Partners, LLC
Firm details
- Headquarters
- Fort Lee, New Jersey
- CRD number
- 168610
- Registered since
- December 17, 2015
- Website
- www.worthventure.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles85.68%
- Insurance Companies14.32%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Worth Venture Partners, LLC is an SEC-registered investment manager organized as an LLC and active since 2015. The firm combines hedge fund and venture capital activity and is described as a multifaceted fund manager. Its ownership is individual and its client base is institutional. Compensation mixes a percentage-of-AUM fee with performance-based fees. Operationally, the firm functions as a sponsor, general partner and managing member of pooled vehicles and is registered to act as a CPO/CTA. Its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions, plus the selection of other advisers. The firm does not identify as an active ESG investor and does not present itself as a multi-state advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds96%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
3 of 3
Abby Flamholz
Partner and Chief Investment OfficerCRD 2670465

David Wertentheil
Partner and Chief Executive OfficerCRD 4434065

Andrew De Montille
Partner and COOCRD 4826056
Contacts
1 of 1
Laurence Wiseman
CCO & General CounselCRD 5533686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lee, NJ
Bergen
Location
Fort Lee, NJ
Headquartered in Fort Lee, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 2 Executive Dr
- Time zone
- ET (UTC-5)
- Office locations
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