COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
325669

Firm profile

FINTRX

Overview

Cohen Circle Fintech Ventures Management, LLC operates as a limited liability company focused on investment activities within the fintech sector. The firm primarily acts as a sponsor and managing member of pooled investment vehicles, specifically in the realm of venture capital. While the firm does not have a defined client base or fee structure publicly available, its activities suggest a commitment to investing in innovative financial technologies. The firm is not classified as a capital allocator and does not engage in ESG investing, indicating a more traditional approach to investment management.

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

Owners & executives

3 of 3
  • ROBERT SMEAL

    Chief Financial OfficerCRD 5801892

  • MEHAR JAGOTA

    General Counsel, Chief Operating OfficerCRD 7708523

  • AMANDA ABRAMS

    Chief Executive OfficerCRD 7708521

Contacts

2 of 2
  • BETSY COHEN

    Co-FounderCRD 1470692

  • DANIEL COHEN

    Co-FounderCRD 4385288

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
3 Columbus Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth