IOLAR VENTURES
Firm details
- Headquarters
- ,
- CRD number
- 327957
- Registered since
- August 22, 2023
Firm profile
FINTRXOverview
Iolar Ventures is organized as a limited liability company and registered with the SEC in 2023. The firm appears structured around pooled investment vehicles rather than traditional advisory client relationships: its reported activities include serving as an investment adviser and sponsor, acting as a general partner, and being the managing member of pooled investment vehicles. Ownership is listed as individual, and the adviser is not classified as a capital allocator, pension consultant, related adviser, or an active ESG investor. Investment activity centers on private venture financing through managed fund(s) rather than discretionary retail or high-net-worth advisory accounts. The firm is not identified as a multi-state adviser and does not show a typical advisory fee structure or client-facing account footprint in the available filing.
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
Owners & executives
1 of 1SUSAN MASON
Managing Member And Chief Compliance OfficerCRD 6045822
Contacts
1 of 1PATRICK SAGISI
Managing PartnerCRD 7800500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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