MORRO VENTURE PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JUAN, PR
CRD number
298911
Registered since
January 22, 2019

Firm profile

FINTRX

Overview

Morro Venture Partners LLC is a privately owned investment adviser and sponsor that registered with the SEC in 2019. The firm is organized as a limited liability company and is owned by an individual. Its regulatory profile lists it as an unclassified adviser; it does not report being a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser to another firm. The firm's public filings and activity indicators position it primarily as a sponsor and general partner rather than a traditional retail advisor. It identifies roles such as other investment adviser and sponsor, general partner, and managing member of pooled investment vehicles, which suggests its operational focus is on forming and managing private investment vehicles rather than providing broad-based advisory services to individual retail clients.

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

1 of 1
  • CYRIL MEDUNA

    Founder and PresidentCRD 1294775

Wealth teams

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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

SAN JUAN, PR

Location

SAN JUAN, PR

Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
206 Calle de Tetuan
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth