CULTIVIAN SANDBOX

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
292259
Registered since
January 19, 2018

Firm profile

FINTRX

Overview

Cultivian Sandbox is organized as a limited liability company and acts primarily as a sponsor and general partner of pooled investment vehicles. The firm’s public profile centers on managing a venture capital vehicle rather than providing traditional advisory services to retail clients. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Its activities are focused on structuring, sponsoring and managing private investment pools where it takes a manager/GP role.

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

2 of 2
  • NICHOLAS ROSA

    Managing Partner & Co-CEOCRD 5168965

  • Jennifer Naylor

    Chief Finance OfficerCRD 6931569

Contacts

3 of 3
  • Daniel Phillips

    PartnerCRD 6903302

  • ANDREW ZIOLKOWSKI

    Managing DirectorCRD 6239134

  • RONALD MEEUSEN

    Managing DirectorCRD 6239133

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 N Green St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth