ARBORETUM VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ANN ARBOR, Michigan
CRD number
325307
Registered since
March 10, 2023

Firm profile

FINTRX

Overview

Arboretum Ventures, LLC is structured as a limited liability company and operates primarily as a sponsor and general partner. The firm is registered with the SEC (registration year 2023) and functions mainly as the managing member of pooled investment vehicles rather than as a traditional advisory practice serving retail or institutional advisory accounts. Its public-market footprint is minimal, while the firm’s primary activity is running private investment vehicles—chiefly venture capital funds—where it acts as the GP and deal manager. Arboretum does not identify as an active ESG investor and is not positioned as a multi-state advisory practice or pension consultant. Investment activity centers on private, fund-driven deployments. The firm’s public equity exposure is limited to a single reported 13F position, indicating that public markets are not a core part of its capital allocation. As a sponsor/GP, Arboretum’s resources and governance are focused on sourcing, structuring, and managing private equity and venture capital investments on behalf of fund investors.

Assets & Accounts

Public Holdings

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

2 of 2
  • MARCY MARSHALL

    Chief Financial OfficerCRD 6032038

  • Paul McCreadie

    Partner, Chief Operating OfficerCRD 6622001

Contacts

3 of 4
  • THOMAS SHEHAB

    Managing PartnerCRD 7235012

  • Daniel Kidle

    Managing PartnerCRD 7708838

  • JAN GARFINKLE

    Founder & Managing PartnerCRD 6032027

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ANN ARBOR, MI

WASHTENAW

Location

ANN ARBOR, MI

Headquartered in ANN ARBOR, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
WASHTENAW
Address
201 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth