SOCRATIC VENTURES

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

Firm details

Headquarters
AUSTIN, Texas
CRD number
321626

Firm profile

FINTRX

Overview

Socratic Ventures is a limited liability company that operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles. Its public filings classify it as unclassified and it does not report a multi-state advisory footprint or an active ESG investing program. The firm's activity centers on venture capital — structuring and managing private funds and taking direct equity positions in early-stage companies through pooled vehicles rather than offering retail advisory accounts. Investment behavior implied by the firm's structure points to a hands-on, manager-led approach: acting as GP and sponsor means Socratic Ventures places capital into vehicles it controls, sources deal flow, and makes allocation and follow-on decisions at the fund level. The modest aggregate fund scale and concentrated ownership profile suggest a micro‑VC or seed/early‑growth focus with relatively small, targeted portfolios rather than broad, diversified public-market exposure.

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

1 of 1
  • Joshua Pierce

    FounderCRD 7547237

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
111 Congress Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth