SOSV INVESTMENTS LLC (F/K/A SOSVENTURES LLC)

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PRINCETON, New Jersey
CRD number
284976
Registered since
September 30, 2016
Website
sosv.com

Firm profile

FINTRX

Overview

Sosv Investments LLC, formerly Sosventures LLC, is a limited liability company that registers as an SEC adviser (registration year 2016) and operates as a sponsor and general partner/manager of pooled investment vehicles. The firm is owned by an individual and is classified as unclassified in the available record. The operating profile indicates the adviser does not present itself as a capital allocator to separate account clients, is not identified as an active ESG investor, and is not marked as a multi-state adviser in the provided data.

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

Owners & executives

1 of 1
  • Stephen McCann

    GENERAL PARTNER & CHIEF FINANCIAL OFFICERCRD 6708196

Contacts

1 of 1
  • SEAN O'SULLIVAN

    Managing General PartnerCRD 6354826

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PRINCETON, NJ

MERCER

Location

PRINCETON, NJ

Headquartered in PRINCETON, NJ, 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
MERCER
Address
174 Nassau St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth