ALLOS VENTURE MANAGEMENT COMPANY, LTD.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
163236
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Allos Venture Management Company, Ltd. operates as a sponsor and general partner that organizes and manages pooled venture capital vehicles. The firm’s activity centers on private equity investments in early- and growth-stage companies via its fund platform rather than direct advisory relationships with individual wealth clients. Structurally, Allos Venture Management Company, Ltd. serves as an other investment adviser and sponsor and acts as managing member or GP of pooled investment vehicles, which drives its core responsibility of sourcing deals, performing diligence and stewarding portfolio company value creation on behalf of limited partners. Investment posture is fund-driven: the firm builds and runs multiple venture capital vehicles rather than managing segregated portfolios of public securities. The profile of fund sizes and the number of vehicles suggests a focus on smaller, targeted VC funds—likely sector- or stage-focused—where active asset selection and hands-on governance are primary allocation levers. The firm is not identified as an active ESG investor.

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
  • JULIE WHITEHEAD

    Chief Financial OfficerCRD 6304240

Contacts

2 of 2
  • JOHN MC ILWRAITH

    Co-Founder & Managing DirectorCRD 4211778

  • David Kerr

    Managing DirectorCRD 7090397

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
2724 Erie Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth