NEXTVIEW VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
161199
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Nextview Ventures is organized as a limited liability company and has been SEC-registered since 2012. The firm functions primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than operating as a traditional advisory practice with retail clients. FINTRX flags the firm as an individual-owner structure and classifies it as unclassified for its advisory type. Nextview is not flagged as an active ESG investor, is not a multi-state adviser, nor is it identified as a capital allocator in the source data.

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

Contacts

3 of 5
  • LEE HOWER

    PartnerCRD 3079380

  • DAVID BEISEL

    Co-Founder & PartnerCRD 6037602

  • STEPHANIE PALMERI

    PartnerCRD 4655257

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
22 Boston Wharf Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth