CUVM, LLC
Firm details
- Headquarters
- MEQUON, Wisconsin
- CRD number
- 319710
- Website
- cuventures.com
Firm profile
FINTRXOverview
Cuvm, LLC is a limited liability company that operates in the financial advisory space, focusing primarily on venture capital investments. The firm does not classify itself under any specific category and does not engage in capital allocation activities. While it has established affiliations with a law firm, it does not actively pursue ESG (Environmental, Social, and Governance) investment strategies. The firm's client base and fee structure are not publicly detailed, indicating a more private approach to client relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3CURTIS GIELOW
Registered RepresentativeCRD 1601682
ALLEN PROCHNOW
Vice PresidentCRD 7534431
DANIEL SEM
PresidentCRD 7534420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MEQUON, WI
OZAUKEE
Location
MEQUON, WI
Headquartered in MEQUON, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- OZAUKEE
- Address
- 1200 W Sierra Ln
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CAPITAL MIDWEST ADVISORS III
Exempt Reporting AdvisorMEQUON, WI
4387 CAPITAL MANAGEMENT LLC
Exempt Reporting AdvisorMEQUON, WI
DEBUEY, LLC
Exempt Reporting AdvisorMEQUON, WI
CAPITAL MIDWEST ADVISORS II, LLC
Exempt Reporting AdvisorMEQUON, WI
EVERGREEN COMPUTATION LLC
Exempt Reporting AdvisorHUDSON, WI
PRESCIENT CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorDELAFIELD, WI