VIEWPOINT VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
319399
Registered since
March 30, 2022

Firm profile

FINTRX

Overview

Viewpoint Ventures is a limited liability company that registered with the SEC in 2022 and operates primarily as a sponsor and general partner for pooled investment vehicles. The firm is owned by an individual and is classified as an unclassified adviser; it does not present itself as a multi-state adviser, a pension consultant, or a capital allocator, and it does not identify as an active ESG investor. Investment activity centers on private fund management rather than traditional advisory relationships. The firm’s role as sponsor, general partner and managing member indicates it sources, structures and oversees investments made through its pooled vehicles rather than managing retail advisory accounts. Client-facing advisory activity appears minimal to nonexistent based on reported client counts.

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

2 of 2
  • Ryan Frisbie

    PartnerCRD 7524011

  • Andrew Aldrich

    Co-Founder and Managing PartnerCRD 7523992

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
900 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth