VENSANA CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
EDINA, Minnesota
CRD number
300695
Registered since
February 8, 2019

Firm profile

FINTRX

Overview

Vensana Capital Management, LLC is an LLC that registered with the SEC in 2019 and operates as a sponsor and general partner — serving as the managing member of pooled investment vehicles. The firm’s public profile centers on running private investment funds rather than providing traditional advisory services to retail or separately managed accounts. Organizationally it is owned by an individual and is listed as an unclassified adviser. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

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
  • STEVEN SCHWEN

    Partner and Chief Financial OfficerCRD 6033711

Contacts

2 of 2
  • KIRK NIELSEN

    Managing Partner & Co-FounderCRD 6030857

  • Peter Klein

    Managing Partner & Co-FounderCRD 7071548

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EDINA, MN

HENNEPIN

Location

EDINA, MN

Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
3601 W 76th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth