V29 Capital Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$166M
Discretionary
$166M
100% of AUM
Avg account
$83M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
338081
Registered since
September 22, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

V29 Capital Management, LLC is a privately owned, SEC-registered investment adviser organized as an LLC that operates as a private equity manager and sponsor of pooled investment vehicles. The firm’s mandate centers on portfolio management for pooled vehicles, acting as sponsor, general partner and managing member for its funds. Its client base is institutional, and its compensation combines a percentage-of-AUM fee with performance-based fees tied to fund outcomes. V29 self-identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment process and portfolio oversight. V29 is not structured as a multi-state adviser or a capital allocator; instead it runs proprietary private equity funds and assumes direct GP responsibilities for those pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

2 of 2
  • Elon Boms

    CRD 8144652

  • Jason Gray

    CRD 8144645

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth