KALOS VENTURES MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ALBANY, New York
CRD number
333784

Firm profile

FINTRX

Overview

Kalos Ventures Management LLC operates as a manager and sponsor focused on pooled venture capital investing rather than traditional advisory relationships. The firm serves as a sponsor, general partner and managing member of at least one pooled vehicle, taking direct responsibility for sourcing deals, executing investments and overseeing portfolio companies. Public records show a single active venture capital fund, which indicates the firm favors private, equity-style allocations with the long time horizons and illiquidity typical of venture strategies. The firm does not present itself as an active ESG investor and does not appear set up to serve retail advisory clients. Its business model centers on running a closed fund vehicle and managing LP relationships and fund-level governance rather than operating as a multi-state registered advisory business with separate managed accounts.

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
  • RENEE BEAUMONT

    Executive ChairmanCRD 5020434

  • ASHLEY BITTNER

    Managing MemberCRD 7709384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALBANY, NY

ALBANY

Location

ALBANY, NY

Headquartered in ALBANY, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
ALBANY
Address
418 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth