LUDLOW MANAGEMENT GROUP, LLC

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

Firm details

Headquarters
OAK PARK, Michigan
CRD number
283433
Registered since
December 19, 2023

Firm profile

FINTRX

Overview

Ludlow Management Group, LLC operates as a sponsor and general partner that organizes and manages pooled private investment vehicles. The firm’s public filings show it focuses its activity on venture capital strategies, running multiple pooled funds rather than providing retail discretionary advisory services to individual clients. Its structure and activities point to a manager model: sourcing deal flow, setting fund terms, and exercising active portfolio oversight through GP roles in its vehicles. The firm is not positioned as an ESG-focused manager in its filings, and it does not report multi-state retail advisory operations. Its business footprint centers on fund formation and execution rather than managing separate account relationships or serving a broad advisory client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Jonathon Triest

    Managing PartnerCRD 6630339

  • Brett DeMarrais

    Managing MemberCRD 7530015

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OAK PARK, MI

OAKLAND

Location

OAK PARK, MI

Headquartered in OAK PARK, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
26140 Raine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth