HLV VENTURES

RIASEC RegisteredEst. 2025
Total AUM
$74.8M
Discretionary
$74.8M
100% of AUM
Avg account
$7.5M
Accounts
10
Employees
12
Advisory reps
2

Firm details

Headquarters
HAUPPAUGE, New York
CRD number
332979
Registered since
September 3, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HLV Ventures is a privately held limited liability company that operates as a private equity fund manager and sponsor of pooled investment vehicles. The firm targets institutional clients and serves primarily as a general partner and managing member for its funds, providing portfolio management for pooled vehicles rather than acting as a traditional capital allocator to external managers. HLV Ventures is structured to collect both asset‑based management fees and performance fees. It is not positioned as an ESG investor and does not report multi‑state adviser status; it is recorded as SEC-registered in 2025.

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
  • MATTHEW HANEY

    Chief Compliance OfficerCRD 2726100

Contacts

1 of 1
  • MICHAEL VENTURINO

    Branch Manager, Private Wealth ManagementCRD 5872439

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

HAUPPAUGE, NY

SUFFOLK

Location

HAUPPAUGE, NY

Headquartered in HAUPPAUGE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
125 Wireless Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth