ATX VENTURE PARTNERS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
289522

Firm profile

FINTRX

Overview

ATX Venture Partners is organized as a limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s filings identify it as an individual-owned entity with an unclassified advisory designation and no indication of multi-state adviser registration or an active ESG focus. Public records do not specify an SEC registration year. The firm’s listed role as sponsor, GP and managing member points to a fund-centric operating model rather than a retail or discretionary advisory business for individual accounts.

Assets & Accounts

Investments & Alternatives

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 3
  • DANIELLE ALLEN

    PartnerCRD 4422374

  • BRADFORD BENTZ

    Partner, Co-FounderCRD 5171069

  • CHRISTOPHER SHONK

    Partner, Co-FounderCRD 4303599

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
500 W 2nd St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth