SourcingSourcing

FEENIX VENTURE PARTNERS, LLC

B53
CRD 304152·SEC 801-134059·NEW YORK, NY
AUM
$175.5M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$526K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FEENIX VENTURE PARTNERS, LLC
CRD
304152
SEC file #
801-134059
EIN
334535240
DBA names
—

Economics

AUM
$175.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$174.8M → $175.5M▬ 0%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
feenixpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FEENIX PAYMENT SYSTEMS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FEENIX PAYMENT SYSTEMS, LLC
BETTS, THOMAS, MURRAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FEENIXPARTNERS.COM
Rdap Domain Creation Date
2017-09-01T14:06:22Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002065304
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-04-29
Edgar Last Filing Date
2025-04-29
Edgar Form D Count
1
Edgar Form D Offerings
2025-04-292025-04-29 · 0002065304-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Interactive Brokers8
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
1201 BROADWAYSTE 701NEW YORK, NY 10001
Business
1201 BROADWAYSTE 701NEW YORK, NY 10001
Edgar EIN
334535240
Edgar Recent Filings
D2025-04-29 · 0002065304-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-01T14:06:22Z
Rdap Domain Last Changed
2025-09-02T12:32:42Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
BETTS, THOMAS, MURRAY
Executive Officer · 2.5%
7135317
LEE, KEITH, YOUNG-MAN
Executive Officer · 2.5%
2813692