Plus Venture Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Venice, California
CRD number
299033
Registered since
August 7, 2019

Firm profile

FINTRX

Overview

Plus Venture Partners, LLC is organized as a limited liability company and — according to the dataset — appears to be owned at least in part by a domestic entity and an individual. The firm is categorized in the source as "Unclassified," which signals the provider did not assign it to a standard adviser segment or disclose a clear business model. The available metadata flags several negative attributes: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not listed as a multi-state adviser, and is not recorded as a pension consultant or related adviser. Publicly available information in the dataset about the firm’s advisory activities, client types, fee model, assets under management, and portfolio exposures is sparse or absent. That lack of disclosure makes it impossible from these records to describe its investment approach, public holdings, use of alternative investments, or any family‑office services. For a practitioner seeking to assess capabilities or to evaluate whether the firm’s offering would be complementary to a specific mandate, direct outreach or review of any regulatory filings, marketing materials, or client agreements would be necessary.

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
  • Nicole Leb

    Chief Compliance OfficerCRD 5958519

Contacts

3 of 4
  • Adam Lilling

    Adam Lilling

    Founder and Managing DirectorCRD 6190161

  • Robert Peters

    Robert Peters

    FinOpCRD 1704577

  • Amanda Groves

    Amanda Groves

    General PartnerCRD 6208032

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Venice, CA

Los Angeles

Location

Venice, CA

Headquartered in Venice, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
1729 Abbot Kinney Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth