GREENLINE COMMUNITY VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
300146
Registered since
January 2, 2019

Firm profile

FINTRX

Overview

Greenline Community Ventures, LLC is organized as a limited liability company and has been SEC-registered since 2019. The firm does not report traditional advisory client relationships or a retail client base; instead its regulatory filings show activity centered on a single private fund vehicle. It is not listed as an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or a capital allocator. Classification on filings is unclassified and ownership is reported as a domestic entity/individual structure with one listed owner showing a minority reported ownership interest. The firm's investment activity appears concentrated in private-market equity through its fund platform rather than through public equity advisory mandates. That positioning suggests the manager allocates across illiquid private holdings and uses fund-level structures to place and manage capital rather than operating as a traditional RIA offering discretionary public-asset portfolios to retail clients.

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
  • RANDALL KAHN

    Executive Vice President & Co-FounderCRD 3231937

  • PATRICK VAHEY

    President, Co-FounderCRD 4572300

  • KERMIT BILLUPS

    Co-Founder, Executive Vice PresidentCRD 1727052

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
1555 Blake St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth