OKEANOS VENTURE MANAGEMENT LLC
Firm details
- Headquarters
- GREAT FALLS, Virginia
- CRD number
- 327935
- Registered since
- March 28, 2025
Firm profile
FINTRXOverview
Okeanos Venture Management LLC is a limited liability company structured to serve as sponsor and general partner for pooled investment vehicles. The firm is SEC-registered (2025) and identified as an individual-owned adviser with an unclassified registration profile. Rather than operating like a traditional wealth manager, Okeanos appears to focus on assembling and managing private investment vehicles where it acts as sponsor, GP, or managing member. The firm is not positioned as an ESG specialist, does not report multi-state adviser status, and is not listed as a capital allocator or pension consultant. Its activity profile and affiliations point to fund formation and active management of private funds instead of providing broad retail advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Mark Dumas
t Co-Founder & Managing PartnerCRD 7815930
AARON BERKEY
Co-Founder and Managing PartnerCRD 4925860
Shap Bashar
ChairCRD 7815956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREAT FALLS, VA
FAIRFAX
Location
GREAT FALLS, VA
Headquartered in GREAT FALLS, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 774 Walker Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
LAVROCK VENTURES, LLC
Exempt Reporting AdvisorARLINGTON, VA
RAZOR'S EDGE VENTURES II, LLC
Exempt Reporting AdvisorRESTON, VA
PROPERTY INVESTMENT ADVISORS, INC.
Exempt Reporting AdvisorRICHMOND, VA
MOORING FINANCIAL CORPORATION
Exempt Reporting AdvisorASHBURN, VA
ECP MANAGEMENT, LLC
Exempt Reporting AdvisorVIRGINIA BEACH, VA
BLU VENTURE MANAGEMENT, LLC
Exempt Reporting AdvisorVIENNA, VA