VENTURE INVESTMENT ASSOCIATES

RIASEC RegisteredEst. 2012
Total AUM
$637M
Discretionary
$637M
100% of AUM
Avg account
$45.5M
Accounts
14
Employees
8
Advisory reps
4

Firm details

Headquarters
PEAPACK, New Jersey
CRD number
160002
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Venture Investment Associates is an LLC that operates as a manager of private investment vehicles with a focus on private equity and venture capital strategies. The firm is SEC-registered and lists institutional clients as its primary client base. Its advisory scope centers on managing pooled investment vehicles and selecting other advisers, and it also sponsors and serves as the general partner/managing member of pooled funds. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and is not structured as a capital allocator.

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

Contacts

3 of 4
  • ALAN GARCIA

    Managing DirectorCRD 6304411

  • STATHIS ANDRIS

    Founder and ChairmanCRD 6023577

  • CHRISTOPHER DOUVOS

    Managing DirectorCRD 4250303

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

PEAPACK, NJ

SOMERSET

Location

PEAPACK, NJ

Headquartered in PEAPACK, NJ, 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
SOMERSET
Address
88 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth