CLEAN ENERGY VENTURE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
292055
Registered since
March 28, 2019

Firm profile

FINTRX

Overview

Clean Energy Venture Management, LLC is a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm is organized to sponsor and act as the general partner or managing member of pooled investment vehicles rather than to serve as a traditional multi-state advisory firm. It is not classified as a capital allocator and is not identified as an active ESG investor in the available records. The firm’s name and fund structure suggest a focus on venture-stage investment activity, but registration notes do not list broader advisory lines (pension consulting, related-adviser relationships, or multi-state advisory status) in the snapshot provided.

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
  • Daniel Goldman

    Co-Founder & Managing PartnerCRD 6902096

  • David Miller

    Co-Founder & Managing PartnerCRD 6902097

  • Temple Fennell

    Co-Founder and Managing DirectorCRD 6902098

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
50 Milk St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth