VISIONARY VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
283296

Firm profile

FINTRX

Overview

Visionary Ventures Management, LLC operates as a manager and sponsor of pooled investment vehicles with a clear emphasis on venture capital strategies. The firm commonly takes active roles as sponsor, general partner and managing member of its funds, which positions it to make investment and governance decisions at the fund level rather than acting as a traditional common‑law advisory firm to retail accounts. Public reporting flags no active ESG program and does not list multi‑state advisory operations, which aligns with a business model focused on private fund management rather than broad advisory distribution. The firm’s footprint in private funds drives its capital allocation profile: resources are directed into venture capital vehicles and related private investments. Fee structures, client servicing models and specific sector tilts are not disclosed in the summary data, but the firm’s role as GP and sponsor signals a hands‑on approach to portfolio construction and fund governance.

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

Owners & executives

1 of 1
  • Ehsan Sadri

    CEO and FounderCRD 6674929

Contacts

1 of 1
  • Farrell Tyson

    MemberCRD 6674921

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
620 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth