EQUITAGE VENTURES, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
330134
Registered since
February 14, 2024

Firm profile

FINTRX

Overview

Equitage Ventures, L.L.C. is a limited liability company registered with the SEC in 2024 that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s activity centers on managing a venture capital vehicle rather than running a traditional advisory business with retail client accounts. Equitage acts as the managing member and GP for its fund(s), sourcing, underwriting and overseeing private equity positions through its pooled structure. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator in the regulatory snapshot.

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

3 of 3
  • Daniel Kaplan

    General PartnerCRD 7873929

  • RUSSELL HIRSCH

    Managing DirectorCRD 6022695

  • Adam Kaplan

    Co-Founder and PartnerCRD 7873939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
2440 S Wabash St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth