MONTAGE VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
169560
Registered since
March 27, 2025

Firm profile

FINTRX

Overview

Montage Ventures is organized as a limited liability company and is structured to sponsor and serve as general partner or managing member for pooled investment vehicles. The firm is reported as SEC-registered in 2025 and is owned by an individual. Its regulatory profile does not identify it as a multi-state adviser, a pension consultant, or a capital allocator, and it is not flagged as an active ESG investor. The firm's primary activity appears to be operating and managing private pooled vehicles rather than servicing a traditional advisory client roster.

Assets & Accounts

Investments & Alternatives

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
  • TODD KIMMEL

    Managing PartnerCRD 2926580

  • LINDSAY KIMMEL

    Non-Managing Member CRD 6290546

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
863 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth