UNIVERSITY VENTURES
Firm details
- Headquarters
- New York, New York
- CRD number
- 163575
- Registered since
- July 10, 2014
- Website
- www.universityventures.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
University Ventures is an SEC-registered limited liability company, established as an investment adviser in 2014 that focuses on advising pooled investment vehicles for institutional clients. The firm functions beyond traditional advisory work: it serves as an adviser and sponsor and acts as a general partner/managing member for sponsored pooled funds. Compensation is a combination of a percentage-of-assets-under-management and performance-based fees. University Ventures does not identify as an active ESG investor and does not operate as a multi-state adviser.
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
Owners & executives
1 of 1KEVIN JOHNSON
Chief Financial OfficerCRD 6065803
Contacts
3 of 3DANIEL PIANKO
Managing DirectorCRD 3105052
GREGG ROSENTHAL
Financial Advisor and Registered RepresentativeCRD 2866908
RYAN CRAIG
Managing DirectorCRD 6046639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 104 W 40th St
- Time zone
- ET (UTC-5)
- Office locations
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