THE CUE BALL GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
162245
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

The Cue Ball Group, LLC is an SEC-registered investment adviser formed as a limited liability company and active since 2012. The firm functions principally as an adviser and sponsor, serving as general partner and managing member of pooled investment vehicles rather than operating as a traditional retail wealth manager. Its documented activity centers on sponsoring and managing venture capital fund vehicles, which positions the firm on the private markets side of the investment landscape. The firm is not listed as an active ESG investor and is not identified as a multi-state adviser. The regulatory and organizational data indicate a focus on fund-level management and sponsor/GP responsibilities rather than acting as a broad capital allocator to outside managers or maintaining a book of retail advisory clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ANTHONY TJAN

    CEOCRD 5208679

Contacts

3 of 4
  • JAMES WALKER

    PartnerCRD 2751022

  • Mats Lederhausen

    PartnerCRD 7592436

  • BRIAN CHU

    PartnerCRD 2360928

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Faneuil Hall Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth