FORTE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
173701
Registered since
October 27, 2014

Firm profile

FINTRX

Overview

Forte Ventures is organized as a limited liability company that has been registered with the SEC since 2014. The firm operates primarily as an investment sponsor and general partner, serving as managing member of pooled investment vehicles rather than as a traditional advisory firm to retail clients. The dataset lists the entity as domestic and individually owned and classifies its adviser status as unclassified. It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, or a pension consultant.

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

1 of 1
  • THOMAS HAWKINS

    CEO and Managing PartnerCRD 6413226

Contacts

3 of 3
  • EDGAR HEIZER

    Board MemberCRD 6752684

  • DAVID NAGEL

    Venture PartnerCRD 6413236

  • ROBERT PAVEY

    Partner EmeritusCRD 6027416

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3424 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth