HEROIC VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GLADWYNE, Pennsylvania
CRD number
283399
Registered since
March 26, 2019

Firm profile

FINTRX

Overview

Heroic Ventures Management, LLC operates as a sponsor and general partner that structures and manages pooled investment vehicles focused on private company investing. The firm’s regulatory profile shows SEC registration in 2019 and an owner-type listed as an individual, with classification left unclassified. Its business model centers on running multiple private funds rather than serving retail advisory clients, and it does not identify as an active ESG investor or a pension consultant. Investment activity is concentrated on venture capital vehicles. The firm’s role as sponsor, GP, and managing member implies hands-on responsibilities for fund formation, capital raising, portfolio oversight, and typical GP economics (management fees and carried interest). Given the number and scale of funds it manages, the team appears oriented toward running multiple, relatively compact pooled vehicles rather than a single large flagship fund.

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

2 of 2
  • Matthew Robinson

    Managing Partner, FounderCRD 6630102

  • Michael Fertik

    Managing Director and FounderCRD 6630099

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GLADWYNE, PA

MONTGOMERY

Location

GLADWYNE, PA

Headquartered in GLADWYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
15 Old Gulph Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth