VIEWPOINT VENTURES
Firm details
- Headquarters
- New York, New York
- CRD number
- 319399
- Registered since
- March 30, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Ryan Frisbie
PartnerCRD 7524011
Andrew Aldrich
Co-Founder and Managing PartnerCRD 7523992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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