SQN Venture Partners, LLC

RIASEC RegisteredEst. 2022
Total AUM
$137M
Discretionary
$137M
100% of AUM
Avg account
$45.8M
Accounts
3
Employees
8
Advisory reps
3

Firm details

Headquarters
Charleston, South Carolina
CRD number
301483
Registered since
April 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SQN Venture Partners, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves institutional clients and focuses on managing pooled investment vehicles, acting in sponsor/GP and managing-member roles when launching or operating those vehicles. Its business profile also includes being a registered representative of a broker‑dealer. SQN charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements) consistent with private fund and pooled-vehicle structures. The firm does not identify as an active ESG investor and is not a multi-state adviser.

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
  • Vanessa Fiore

    Chief Compliance OfficerCRD 5464687

Contacts

2 of 2
  • Ryan McCalley

    Ryan McCalley

    Founder & Managing PartnerCRD 7097814

  • Nicholas Barnett

    Executive Vice PresidentCRD 5258906

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charleston, SC

Charleston

Location

Charleston, SC

Headquartered in Charleston, SC, in the South of the United States.

Region
South
County
Charleston
Address
320 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth