XEIA VENTURE PARTNERS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
337291

Firm profile

FINTRX

Overview

Xeia Venture Partners LLC is organized as a limited liability company whose ownership is listed as individual. The firm is classified as “unclassified” in the source data and does not report being a capital allocator, multi-state adviser, or an active ESG investor. Its regulatory standing includes an unknown SEC registration year and it is not identified as a newly formed adviser or pension consultant. The firm’s primary role appears to be operating as sponsor/general partner and managing member of pooled investment vehicles. That operational posture, combined with other disclosures below, indicates the business centers on running at least one private investment vehicle rather than providing traditional advisory relationships to retail or institutional advisory clients.

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

1 of 1
  • BROM RECTOR

    FounderCRD 6306378

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1875 Mission St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth