Overview
Assets Under Management: $217 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 100
Average Client Assets: $1.6 million
Frequently Asked Questions
VENTURE GUIDES MANAGEMENT, L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324431), VENTURE GUIDES MANAGEMENT, L.P. is subject to fiduciary duty under federal law.
VENTURE GUIDES MANAGEMENT, L.P. is headquartered in BOSTON, MA.
VENTURE GUIDES MANAGEMENT, L.P. serves 100 high-net-worth clients according to their SEC filing dated July 19, 2024. View client details ↓
VENTURE GUIDES MANAGEMENT, L.P. manages $217 million in client assets according to their SEC filing dated July 19, 2024.
Services Offered
Services:
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.29%
Average Client Assets: $1.6 million
Total Client Accounts: 2
Discretionary Accounts: 2
Regulatory Filings
CRD Number: 324431
Filing ID: 1889981
Last Filing Date: 2024-07-19 11:34:00