TRES PALMAS VENTURES
TRES PALMAS VENTURES LLC Legal Name
Adviser information for TRES PALMAS VENTURES last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Vermont, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-130144 |
|---|---|
| SEC ERA File Number | 802-130144 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323597 |
| Legal Entity Identifier | None |
Principal Office
50 LAKESIDE AVEBURLINGTON
VT
United States
Monday - Friday, 9AM-5PM
Tel: (802) 355-9644, Fax: None
Chief Compliance Officer
JESSE CURRAN
50 LAKESIDE AVENUE
BURLINGTON
VT
United States
Tel:
(802) 355-9644
J****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE FUND AT HULA II, LP | Venture Capital Fund | $11.6M | $1.0M | 2 |
| THE FUND AT HULA, LP | Venture Capital Fund | $9.6M | $1.0M | 2 |
| VCF AT HULA, LP | Venture Capital Fund | $0.7M | $0.5M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Lair, Robert, Jan | Individual | – | MANAGER | 06/2022 | < 5% |
| Wall, Timothy | Individual | – | MANAGER | 06/2022 | < 5% |
| ROBERT LAIR REAL ESTATE CONSULTING LLC | Domestic Entity | – | MEMBER | 06/2022 | 25-50% |
| PELAGIC VENTURES LLC | Domestic Entity | – | MEMBER | 06/2022 | 50-75% |
| Lair, Robert, Jan | Individual | ROBERT LAIR REAL ESTATE CONSULTING LLC | MEMBER | 04/2018 | > 75% |
| Scully, Russell | Individual | PELAGIC VENTURES LLC | MEMBER | 11/2019 | > 75% |
| Scully, Russell | Individual | – | MANAGER | 01/2023 | < 5% |
| Curran, Jesse | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |