BALERION SPACE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
326964
Registered since
June 16, 2023

Firm profile

FINTRX

Overview

Balerion Space Ventures is organized as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and is classified as unclassified in the FINTRX snapshot. It does not identify as an active ESG investor, is not multi-state, and is not characterized as a capital allocator. Its listed activities emphasize manager and sponsor roles: the firm operates as an investment adviser and sponsor and serves as general partner and managing member of pooled investment vehicles. Those disclosures point to a firm built around managing private funds rather than providing broad, retail advisory services.

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

Contacts

3 of 3
  • PHILIP SCULLY

    General PartnerCRD 5189521

  • Daniel Kleinmann

    General PartnerCRD 7768447

  • Daniel Wallman

    General PartnerCRD 7768446

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3963 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth