UPDATA PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
160994
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Updata Partners is a fund-focused investment adviser organized as a limited liability company and SEC-registered since 2012. The firm operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than as a traditional client-facing RIA. Its public filings describe its primary business activity as the formation and management of private funds, with a clear emphasis on venture capital strategies. Updata Partners does not identify as an active ESG investor and is not structured as a multi-state adviser; ownership is listed as individual, implying founder-led control and centralized decision-making.

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
  • GREGORY OLEAR

    Chief Financial OfficerCRD 6040667

Contacts

2 of 2
  • CARTER GRIFFIN

    General PartnerCRD 6043158

  • Jonathan Seeber

    General PartnerCRD 6772011

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
2100 L St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth