O'LEARY VENTURES MANAGEMENT, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
325968
Registered since
May 22, 2023

Firm profile

FINTRX

Overview

O'Leary Ventures Management, L.P. is organized as a limited partnership and registered with the SEC in 2023. The firm functions primarily as an investment sponsor and general partner, serving as the managing member of pooled investment vehicles rather than operating as a traditional advisory platform. Ownership records indicate involvement by domestic entities, foreign entities and individuals; the firm’s regulatory classification is listed as unclassified. The snapshot on record also shows O'Leary Ventures is not flagged as an active ESG investor, is not designated a multi-state adviser, and is not identified as a capital allocator. Its principal business activity centers on forming and managing pooled private funds rather than running separate advisory client accounts.

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

Owners & executives

1 of 1
  • PAUL PALANDJIAN

    CEOCRD 1480024

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2045 Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth