Plus Venture Partners, LLC

Broker-DealerFINRA MemberEst. 2019
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 is SEC-registered, with registration recorded in 2019. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the available data. Available disclosures indicate the firm is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Fields for client base, fee structure, business activities and advisory activities were left blank in the source, so there is no published description of the types of clients served or the advisory services offered.

Assets & Accounts

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
  • 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth