BOULDER VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOULDER, Colorado
CRD number
160967
Registered since
February 15, 2012

Firm profile

FINTRX

Overview

Boulder Ventures is an LLC that operates as a sponsor and general partner of pooled investment vehicles. The firm registered with the SEC in 2012 and is owned by an individual. Its regulatory profile indicates it does not function as a multi-state registered adviser, and it is not identified as an active ESG investor or a capital allocator in the source data. The firm’s primary role appears to be operating and managing private funds rather than offering broad advisory services to a retail client base. Its activity is recorded under affiliations such as sponsor, GP, and managing member of pooled vehicles.

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

Owners & executives

2 of 2
  • LAWRENCE MACKS

    Co-Chairman and CEOCRD 6027210

  • JOSH FIDLER

    Co-Chairman and COOCRD 6027206

Contacts

3 of 5
  • JONATHAN PERL

    General PartnerCRD 2573598

  • MATTHEW PAUL

    Assistant Vice PresidentCRD 7881710

  • KYLE LEFKOFF

    General PartnerCRD 6027199

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOULDER, CO

BOULDER

Location

BOULDER, CO

Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
1941 Pearl St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth