Position Ventures, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
316779

Firm profile

FINTRX

Overview

Position Ventures, LLC is an individually owned limited liability company with very limited public disclosure about its advisory activities. Available registry flags list the firm as unclassified and indicate it is not identified as a capital allocator, not an active ESG investor, and not registered as a multi-state adviser. There is no recorded SEC registration year on public records and the firm has not supplied detail on its client mix, fee model, or investment mandate. Given the lack of reported advisory activity, Position Ventures appears to have a minimal or private operating footprint rather than functioning as a traditional retail RIA. The absence of stated business lines or advisory services makes it difficult to infer specific investment preferences or manager-allocation tendencies.

Assets & Accounts

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

1 of 1
  • Jenny He

    Jenny He

    Founder & General PartnerCRD 7444400

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth