OKEANOS VENTURE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREAT FALLS, Virginia
CRD number
327935
Registered since
March 28, 2025

Firm profile

FINTRX

Overview

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

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 4
  • Mark Dumas

    t Co-Founder & Managing PartnerCRD 7815930

  • AARON BERKEY

    Co-Founder and Managing PartnerCRD 4925860

  • Shap Bashar

    ChairCRD 7815956

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth