1414 VENTURES

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
321780

Firm profile

FINTRX

Overview

1414 Ventures is structured as a limited liability company under individual ownership and operates primarily as a manager of pooled investment vehicles. The firm’s public profile is sparse on retail or advisory activity: it is not identified as a multi-state adviser, is not an active ESG investor, and does not self-identify as a capital allocator or pension consultant. Its documented industry role is as sponsor, general partner and managing member of pooled funds rather than as a traditional registered advisory practice serving retail accounts.

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

3 of 4
  • JACQUELINE SHOBACK

    Managing DirectorCRD 1859858

  • HOWARD HALL

    Managing DirectorCRD 2364524

  • Michael Engle

    Managing DirectorCRD 7553895

Unlock 1 more contacts

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
1380 Soldiers Field Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth