Collage Venture Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
316063
Registered since
May 2, 2022

Firm profile

FINTRX

Overview

Collage Venture Partners, LLC is organized as a limited liability company and is individually owned. Public-facing disclosures about the firm’s strategy, client focus, fee model and day-to-day advisory activities are minimal. The firm is classed as “Unclassified” in the snapshot data and is not identified as a capital allocator. The available profile flags a few attributes: it does not identify as an active ESG investor, it is not listed as a multi-state adviser, and it is not described as a newly formed adviser, a pension consultant, or a related adviser. Beyond these status markers, the firm has not provided descriptive information about investment mandates, sector focus, or target client segments.

Assets & Accounts

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

2 of 2
  • John Pearson

    John Pearson

    Partner, CEOCRD 6093501

  • Anthony Stefan

    Anthony Stefan

    Chief Compliance OfficerCRD 7871985

Contacts

3 of 9
  • Ralph Reinfrank

    Investment BankingCRD 858086

  • Charles Schaffran

    Charles Schaffran

    Registered RepresentativeCRD 1659970

  • Scott Schaffran

    Scott Schaffran

    PrincipalCRD 5133777

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
929 Alton Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth