COMPANYON VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
307354
Registered since
March 31, 2022

Firm profile

FINTRX

Overview

Companyon Ventures is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The firm is positioned as a sponsor and general partner, serving as managing member for pooled investment vehicles rather than operating a traditional advisory practice. It is not identified as an active ESG investor, does not report multi-state adviser status, and is not described as a capital allocator.

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

2 of 2
  • Thomas Lazay

    Co-Founder & General PartnerCRD 7228565

  • Firas Raouf

    Co-Founder and General PartnerCRD 7228674

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
184 High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth