ADVANCED TECHNOLOGY VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
162341
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Advanced Technology Ventures is a corporate fund manager that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm is SEC-registered and has been active since 2012. Its activity centers on managing venture capital vehicles rather than serving as a traditional advisory practice to retail clients; the firm is listed as a sponsor, GP and managing member of pooled funds rather than a capital allocator or multi-state advisory platform. It is not identified as an active ESG investor. The manager’s mandate is concentrated in venture-style investments, with fund structures set up to take equity positions in private companies. Given the firm’s small aggregate fund size and sponsor/GP role, its approach is consistent with early-stage venture strategies that emphasize concentrated equity stakes, longer holding periods and active portfolio company oversight.

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
  • Travis Boettner

    CCO & CFOCRD 6572311

Contacts

3 of 5
  • STEVEN BALOFF

    DirectorCRD 863144

  • JEAN GEORGE

    Managing PartnerCRD 6038716

  • ROBERT HOWER

    Co-Founder & PartnerCRD 6038718

Unlock 2 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
420 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth