WALKABOUT VENTURES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA BARBARA, California
CRD number
304706
Registered since
March 27, 2024

Firm profile

FINTRX

Overview

Walkabout Ventures LLC is a limited liability company that registered with the SEC in 2024. The firm is owned by an individual and is classified as unclassified in the available records. It does not present itself as a traditional retail/advisory capital allocator; instead, its activity centers on sponsoring and managing pooled investment vehicles. The firm is identified as a sponsor, general partner, and managing member of those vehicles. Walkabout Ventures is not listed as an active ESG investor, is not a multi-state adviser, and is not documented as a pension consultant or 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

Contacts

2 of 2
  • JORDAN ALBERT

    Managing MemberCRD 6151372

  • Joshua Diamond

    General PartnerCRD 7141308

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
5412 Hollister Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth