PRIMARY VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
161884
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Primary Ventures is a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. SEC registration dates to 2012 and the firm functions as an active manager of venture capital funds rather than as a traditional advisory practice serving retail or high-net-worth advisory accounts. The firm is classified as an unclassified adviser and is not flagged as a capital allocator, pension consultant, or multi-state adviser. Primary Ventures does not identify as an active ESG investor. The firm’s business activity centers on creating, managing and operating pooled private investment vehicles. As sponsor and managing member, Primary Ventures is responsible for fund formation, capital raising from limited partners, portfolio selection and ongoing fund management. The governance role and fund-focused structure indicate the firm’s primary client relationship is with institutional and private investors who commit capital to discrete venture funds rather than with individual advisory accounts.

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
  • BRADLEY SVRLUGA

    Co-Founder and General PartnerCRD 5506485

  • CASSIE LANCELLOTTI YOUNG

    General PartnerCRD 5010356

  • Jason Shuman

    General PartnerCRD 8184865

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
386 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth