OPTUM VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
290116
Registered since
September 26, 2017

Firm profile

FINTRX

Overview

Optum Ventures operates as a manager and sponsor of private investment vehicles, with its regulatory registration dating to 2017. The firm’s documented activity focuses on advising and acting as general partner or managing member for pooled venture capital funds rather than providing retail advisory services. It is set up as a limited liability company with an individual owner structure and is classified as an unclassified adviser in the available records. Strategically, the organization centers on private venture capital vehicles; it does not report functioning as a third‑party capital allocator and is not flagged as an active ESG investor or a multi‑state adviser. Its regulatory and activity designations list it as an investment adviser/sponsor and GP for pooled funds, indicating a manager-first operating model that sources, structures and oversees private fund investments.

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

Owners & executives

1 of 1
  • Dean McCausland

    Chief Financial OfficerCRD 6900682

Contacts

3 of 4
  • LARRY RENFRO

    Managing PartnerCRD 2155033

  • STEPHEN RENFRO

    ManagerCRD 6184158

  • Kathryn Leonard

    General CounselCRD 8038757

Unlock 1 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
75 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth