2.0 VENTURES ADVISER LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 337324
- Registered since
- August 19, 2025
Firm profile
FINTRXOverview
2.0 Ventures Adviser LLC is a small, limited liability company that functions primarily as an adviser to a single venture capital vehicle. The firm is SEC-registered (2025) and is owned by an individual. It does not describe itself as a multi-state adviser or a specialist pension consultant, and it is not flagged as an active ESG investor. Classification information is unclassified, and the firm’s business activity centers on managing and advising private venture capital commitments rather than running retail advisory programs. Investment activity is concentrated on private-company investing through its fund vehicle. That focus suggests the firm’s allocation interest is toward illiquid, growth-oriented opportunities where capital is deployed through direct equity, convertible securities or similar venture instruments. Given the single-fund profile, portfolio construction is likely concentrated and driven by deal-by-deal decisions rather than broad model-portfolio management.
Assets & Accounts
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
Owners & executives
1 of 1William Metcalf
CEO & Managing PartnerCRD 8147527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 1557 W Innovation Way
- Time zone
- MT (UTC-7)
- Office locations
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