EXCELL TECHNOLOGY VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROCHESTER, New York
CRD number
317790
Registered since
December 14, 2021

Firm profile

FINTRX

Overview

Excell Technology Ventures is a privately held corporation that registered as an SEC adviser in 2021 and appears to operate primarily as a private fund manager rather than a traditional RIA serving retail advisory clients. The firm's regulatory profile and fund list point to a focus on venture capital activity: it sponsors limited partnership vehicles (explicitly noted as a sponsor of LPs excluding pooled investment vehicles) and advises multiple private funds. The adviser is not identified as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser roles. The scale and structure of the business suggest a boutique manager concentrating on venture-style, longer-horizon investments. Its corporate classification is unclassified and ownership is recorded as domestic entity | individual, indicating a compact ownership group rather than a broad institutional parent.

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
  • THERESA MAZZULLO

    CEOCRD 5109063

  • Yoram Katz

    COOCRD 7475688

Contacts

1 of 1
  • ZHENJIA LI

    Director of Investment & FinanceCRD 3052527

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCHESTER, NY

MONROE

Location

ROCHESTER, NY

Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
MONROE
Address
3300 Monroe Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth