Southeast Venture Partners LLC (Morrisville)

Name: Southeast Venture Partners LLC
Address: 630 Davis Drive Ste 220, Morrisville, NC, 27560
Telephone: 919-558-8324

Southeast Venture Partners LLC is an adviser based in Morrisville. It manages $23.62 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.

Southeast Venture Partners provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Southeast Venture Partners: assets under management

The assets under management (AUM) of Southeast Venture Partners LLC is $23.62 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.62 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.62 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Southeast Venture Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Southeast Venture Partners LLC

William Patrick Glynn has been acting as President since 1 May 1996. Steve Lee Rakes joined the executive team most recently as the Chief Financial And Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Blivin	Managing director	1 Apr 1995	25% - 50%	2609167
William Patrick Glynn	Director	1 May 1996	25% - 50%	2346630
Christopher Austen	Director	1 Jun 1998	Other	4390645
Norvell Miller	Managing director	1 Apr 1999	25% - 50%	4390634
Steve Lee Rakes	Chief financial and compliance officer	1 Jun 1999	Other	4759966

Based in Morrisville

The principal office where Southeast Venture Partners LLC performs its advisory services is located at 630 Davis Drive Ste 220, Morrisville, NC 27560, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 919-558-8324 or by fax 919-558-2025. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.seinteractive.com.