WILL VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
306950
Registered since
January 25, 2020

Firm profile

FINTRX

Overview

Will Ventures is an LLC that registered with the SEC in 2020 and is owned by an individual. The firm operates primarily through pooled investment vehicles, acting as an adviser, sponsor and general partner rather than providing traditional retail advisory services. Its public-facing profile shows it is not a multi-state adviser, does not identify as an active ESG investor, and is not designated as a capital allocator. Will Ventures’ principal activity centers on venture capital fund management rather than separately managed accounts or broad wealth-management offerings. The firm’s classification in the dataset is “Unclassified,” and its business model appears focused on operating and managing closed-end private funds.

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
  • ISAIAH KACYVENSKI

    Co-Founder & Managing PartnerCRD 5811170

  • Brian Reilly

    Co-Founder and Managing PartnerCRD 7218612

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
131 Dartmouth St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth