Protocol Vc LLC
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 Institutional Clients
Firm profile
FINTRXOverview
Protocol Vc LLC is a limited liability company registered with the SEC in 2024 that operates as an institutional registered investment adviser. The firm targets institutional clients and provides portfolio management services for businesses and other institutional entities. Ownership is held by an individual, and the firm charges advisory fees based on a percentage of assets under management and may assess performance-based fees. Protocol Vc does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. The firm does not function as a capital allocator running external funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1
Meredith Geldhauser
Chief Compliance OfficerCRD 5276225
Contacts
1 of 1Bradley Holden
Managing PartnerCRD 6939606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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