M VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
296621
Registered since
December 7, 2018

Firm profile

FINTRX

Overview

M Ventures is a privately held LLC that operates as a sponsor and general partner of pooled investment vehicles with a clear emphasis on venture capital. Registered with the SEC in 2018, the firm’s regulatory profile and declared business activity — “Other Financial Product Salesperson” — indicate it primarily organizes and manages private funds rather than operating a traditional advisory business of separately managed accounts. The firm is classified as unclassified and is owned by an individual, which aligns with a compact, founder-driven structure. The firm’s activity centers on serving as sponsor, GP and managing member of pooled vehicles, suggesting hands-on involvement in deal selection, portfolio company governance and exit strategy execution. M Ventures is not listed as a multi-state adviser, is not flagged as an active ESG investor, and does not identify as a capital allocator; its operating model appears focused on managing discrete pooled vehicles rather than offering fee-based advisory services to retail or high-net-worth clients.

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
  • Charles King

    Founder & CEOCRD 6888279

Contacts

2 of 2
  • Michael Palank

    General PartnerCRD 7049774

  • Adrian Fenty

    Managing General PartnerCRD 7049773

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
6555 Barton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth