M25

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
304760
Registered since
July 8, 2019

Firm profile

FINTRX

Overview

M25 operates as a limited liability company that registered with the SEC in 2019. The firm functions primarily as a sponsor and general partner, acting as the managing member for pooled investment vehicles rather than as a traditional retail adviser. Its regulatory profile indicates it is not an active ESG investor, not a multi-state adviser, and is classified as an unclassified domestic entity. Investment activity centers on launching and managing private venture capital funds; the firm does not report a conventional advisory client base or typical fee-based household accounts. Strategically, M25 appears focused on fund-based capital deployment rather than individual account management. That positioning suggests the firm’s allocation decisions are driven by fund-level objectives and limited partner relationships, with emphasis on fund formation, capital raising and GP-led portfolio management.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
415 N La Salle Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth