IOLAR VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
327957
Registered since
August 22, 2023

Firm profile

FINTRX

Overview

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

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
  • SUSAN MASON

    Managing Member And Chief Compliance OfficerCRD 6045822

Contacts

1 of 1
  • PATRICK SAGISI

    Managing PartnerCRD 7800500

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth