Protocol Vc LLC

RIASEC RegisteredEst. 2024
Total AUM
$350M
Discretionary
$3.8M
1% of AUM
Avg account
$70.1M
Accounts
5
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
332272
Registered since
August 15, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Protocol Vc LLC is a limited liability company that registered with the SEC in 2024 and positions itself as an investment manager for institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions. Protocol Vc operates as a sponsor/GP/managing member of pooled vehicles rather than as a pure capital allocator, and its contractual arrangements include both a percentage-of-AUM fee and performance-based fees. The firm is not described as an ESG investor, is not a multi-state adviser, and is owned by an individual.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Meredith Geldhauser

    Meredith Geldhauser

    Chief Compliance OfficerCRD 5276225

Contacts

1 of 1
  • Bradley Holden

    Managing PartnerCRD 6939606

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth