IMPELLENT VENTURES
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 328461
- Registered since
- June 4, 2024
Firm profile
FINTRXOverview
Impellent Ventures is a privately held limited liability company that operates as a sponsor and general partner for pooled investment vehicles. Registered with the SEC in 2024, the firm functions primarily as a manager of private funds rather than as a traditional wealth adviser to retail clients. Its regulatory profile shows a narrow operating footprint: it is not positioned as a multi-state adviser, is not an active ESG investor, and does not act as a pension consultant. The firm’s stated activities center on forming and managing venture-capital style funds, serving as managing member and GP for those vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2DAVID BROWN
FounderCRD 5171862
PHILIP HARRISON-BEAUREGARD
Managing General PartnerCRD 5460680
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 260 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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