Acervus securities. Alastair Cairns and the Addepar executive team are rated a B by 31 employees. This section provides information about the regulators (Securities and Exchange Commission (SEC), self-regulatory organizations (SROs), and U. Jun 11, 2020 · A few weeks ago Addepar launched Marketplace, a digital platform that supplements ourreporting capabilities and gives our clients access to a wide range of financial products through Acervus Oct 22, 2024 · Each Issuer identified above has read this notice, knows the contents to be true, and has duly caused this notice to be signed on its behalf by the undersigned duly authorized person. Founded in 2018, Acervus Securities was a placement agent fundraising firm headquartered in New York City, New York. Categorized Chronological Ownerhip by owner Transcripts Expert Interviews Holdings Your Highlights Financial Information Proxy/Share Holder Meeting Insider Transactions Beneficial Ownership/Institutional ownership Merger/Acquisition IPO/Public Offerings Securities-based Crowdfunding Regulation A Offering Foreign Private Issuers Mutual Funds and Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. states and territories) with which the brokerage firm is currently registered and licensed, the date the license became effective, and certain information about the firm's SEC registration. 176 Hosted Country: US Location Latitude: 45. In submitting this notice, each issuer named above is: Notifying the SEC and/or each State in which this notice is filed of the offering of securities described and undertaking to furnish them, upon written request, in the accordance with applicable law, the information furnished to offerees. Jan 12, 2022 · Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. May 4, 2020 · The new Marketplace application will be part of Addepar’s broker-dealer subsidiary, Acervus Securities, Chief Executive Officer Eric Poirier said. Mar 29, 2024 · Form X-17A-5 ACERVUS SECURITIES, INC. These individuals collectively are associated with 2 companies in Boston MA and New York NY. Mark For: ACERVUS® trademark registration is intended to cover the categories of financial analysis; financial advice; financial investment analysis; investment advice; financial management services; broker-dealer financial services in the field of investment products; financial services, namely, placement agent and referral services for the Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Previously, Ashli was an Investor Rela tions Associate at Ares Management and also held positions at YieldStreet, Proskauer, Bpcm, Autumn Communications, BCBGMAXAZRIAGROUP, Moda Operandi. Clients can access and evaluate Jan 27, 2025 · Discover Company Info on ACERVUS SECURITIES, INC. The undefined. They have been in practice for 11 years, the last 1 years at Allen Mooney And Barnes Brokerage Services. Garrett Read is a Private Placements Director, Acervus Securities at Addepar based in Mountain View, California. IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators Jeff Pinksa, based in California, United States, is currently a Head of Marketplace and President, Acervus Securities at Addepar. Find Garrett Read's email headquarters and direct dial phone number as Private Placements Director, Acervus Securities at Addepar at Addepar. US Class Codes 100, 101, 102 Class Status Code 6 - Active Class Status Date 2019-04-02 Primary Code 036 Current Trademark Owners Party Name Acervus Securities, Inc. ACERVUS SECURITIES INC specializes in: Security Brokers, Dealers and Flotation Companies. The Domain Name consists of the Complainant's ACERVUS mark (which is registered, inter alia, in the USA for financial services with first use recorded as 2019), the descriptive term ‘sec’ short for securities and a gTLD. Head of Marketplace & President of Acervus Securities at Addepar The founder and head of the business, responsible for setting vision and strategy, delivering targets, hiring and leading teams, and building external relationships, reports to the President and CEO. Brokerage and investment advisory services differ, and it is important for retail investors to understand the differences Trademark registration supporting document for OG Publication Confirmation regarding ACERVUS registered by Acervus Securities, Inc. What should I know about this advisor? Brent Nicks is a financial advisor in Thomasville, GA. Search our database of over 100 million company and executive profiles. Jun 15, 2021 · All brokerage services are offered through Acervus Securities Inc. View Alastair Cairns's profile for company associations, background information, and partnerships. Brent has previously held positions at Wunderlich Securities, Inc, Lpl Financial, LLC, Newedge Advisors, LLC (Formerly: Gwm Advisors, LLC), Mma Securities LLC, Acervus Securities, Inc, Oyster Consulting, LLC, Envestnet Securities, Inc, Allen Mooney And Barnes Brokerage Services May 4, 2020 · The new Marketplace application will be part of Addepar’s broker-dealer subsidiary, Acervus Securities, Chief Executive Officer Eric Poirier said. is 35-2637861. Find EIN, Contact Details for Acervus Securities, Inc. (company number 001393581), 335 MADISON AVE. Party Type 20 - Owner at Publication Legal Entity Type 03 - Corporation Address Neha Ranavat is a registered representative with Invesco Distributors, Inc. Company Conformed Name: ACERVUS SECURITIES, INC. Business Name: ACERVUS SECURITIES, INC. EIN numbers are also referred to as FEIN or FTIN. Find company research, competitor information, contact details & financial data for Acervus Oy of HELSINKI, Uusimaa. 27. Our affiliate’s (Acervus Securities, member FINRA/SEC) Marketplace now allows users to view primary funding information for 1000+ private companies, create watchlists and receive alerts for Matt Sperling is a Secretary with Acervus Securities, Inc. , Mountain View, CA 94041. Neha previously worked for ACERVUS SECURITIES, INC. Growth Prediction updated Jan 11, 2025 96 Find out what's driving Acervus Securities's future growth Upgrade to Business Acervus Securities at Addepar based in Mountain View, California. Neha has been in the industry since June 17, 2020. in California, such as Contacts, Addresses, Reviews, and Registered Agent. For signature, type in the signer's name or other letters or characters adopted or authorized as the signer's signature. View Cairns Alastai's profile for company associations, background information, and partnerships. - Insurance; financial affairs; monetary affairs; real estate affairs. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state Sep 14, 2020 · Acervus Securities, Inc. Company Description Acervus Securities, Inc. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. These companies are located in Boston MA, Dover DE, and New York NY. I,Alastair Cairns,President swear (or affirm) that, to the best my knowledge and belief the accompanying financial statement and supporting schedules pertaining to the firm of Acervus Securities, Inc. Like Addepar, StoneCastle was born out of the 2008 Financial Crisis when institutional investors were seeking higher-yielding options for cash. View Addepar's business information, work experience, education, location, and skills ACERVUS is a trademark owned by Acervus Securities, Inc. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology. Before that, Dan invested across private markets for Franklin Park, where he also co-led the firm’s research platform and sustainable investing program. Neha has passed the Series 63, Series 7 and SIE exams and holds registrations in all 50 states and the District of Columbia. Karthi works at Addepar as Release Engineer. and filed on Thursday, March 14, 2019 in the Insurance & Financial Services category. The mark consists of a triangle design comprised of lines. A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. FORM D Official notice of an offering of securities that is made without registration under the Securities Act in reliance on an exemption provided by Regulation D and Section 4(6) under the Act. The Mountain View Calif. On October 11 2024, the firm ceased operations. Jason Anderson and the Addepar executive team are rated a B by 31 employees. filed as a Statement & Designation By Foreign Corporation in the State of California on Friday, August 17, 2018 and is approximately six years old, according to public records filed with California Secretary of State. For: Dec 31 Goldman Sachs Conviction Buy List Warren Buffett News Elliott Management News Follow @Street_Insider SEC Filings Jul 15, 2020 · Tell us a little about your company and how you partner with Addepar/Acervus Securities. Explore trademark details, ownership information, other trademarks owned by Acervus Securities, Inc. A platform built to simplify complexity. in Dover, DE, such as Contacts, Addresses, Reviews, and Registered Agent. Jeff Pinksa brings experience from previous roles at Addepar, Tioga Partners, Forge and SharesPost (Acquired by Forge Global). Arleth works at Addepar as University Recruiting Coordinator. Get the latest business insights from Dun & Bradstreet. For additional information please visit our disclosure page. Mar 25, 2024 · View Karthi Palanisamy's email address (k*****@addep***. Karthi is based out of El Dorado Hills, California, United States and works in the Software Development industry. Jul 25, 2023 · The information provided is subject to change without notice. Address: NEW YORK, NY Trademark registration supporting document for XSearch Search Summary regarding trademark registered by Acervus Securities, Inc. Mar 24, 2024 · View Arleth Cespedes' email address (a*****@addep***. The EIN is also known as a Federal Tax Identification Number. Previously, Garrett was a Director, Institutional Client Group at Forge and also held positions at Alignment Financial Group, Fidelity, Vertify. Trademark registration for Acervus Securities, Inc. Federal Tax Identification Number: 352637861. This trademark was filed to IP Australia on Wednesday, September 4, 2019. Jason Anderson serves as the Insights & Marketplace, COO of Acervus Securities of Addepar. May 4, 2020 · Offered through Addepar's subsidiary broker-dealer, Acervus Securities, Marketplace is available to existing Addepar clients, and features private equity and hedge funds, secondary market Addepar Trading is your end-to-end solution for trading and rebalancing, designed to deepen your portfolio management capabilities. S. There are 3 individuals that go by the name of Alastair Cairns. Jun 22, 2020 · Acervus Securities, Inc. Sep 21, 2025 · Discover Company Info on ACERVUS SECURITIES, INC. in Boston, MA, such as Contacts, Addresses, Reviews, and Registered Agent. Acervus Securities Inc. Trademark registration by Acervus Securities, Inc. Nov 16, 2022 · Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and Web Server Information Hosted IP Address: 52. , this trademark has a nationality of Delaware in the United States A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. 8401 Location Longitude: -119. To learn more about Acervus Securities investment business, products and services, as well as our relationship with you, please review our Acervus Securities Form CRS. (the Parent). Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers. Overview Acervus Securities, Inc. (the Company) was incorporated in Delaware on August 14, 2018 and is a wholly owned subsidiary of Addepar, Inc. , ,UNITED STATES. for the trademark ACERVUS. com) and phone number. About AdvisorPeak Acervus Securities Inc. Get the details of Jason Anderson's business profile including email address, phone number, work history and more. Alastair is based out of New York City Metropolitan Area and works in the Software Development industry. Jeff attended University of Colorado Boulder - Leeds School of Business. is not acting as a municipal advisor and the opinions or views contained herein are not intended to be, and do not constitute, advice within the meaning of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. * Irrevocably appointing each of the Secretary of the SEC and, the Securities Administrator or other Oct 22, 2021 · All brokerage services are offered through Acervus Securities Inc. Acervus is a Trademark by Acervus Securities, Inc. BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors. About this Advisor Brent Nicks is a financial advisor based in Thomasville, Georgia, working with Amb Wealth, LLC. About D1 Capital Partners Prior to LNW, he served as Private Placements Director & Head of Manager Selection at Acervus Securities. Matt Sperling is associated with 7 companies in Asheville NC, Boston MA, Bradenton FL, Burnsville NC, Mountain View CA, New York NY, and Sarasota FL 1995 2000 2005 2010 2015 2020 2025 B ICAPITAL MARKETS LLC (CRD# 118219) 2024 - Present (1 year) B ACERVUS SECURITIES, INC. Addepar - Acervus Securities Alison Sinicropi is a highly experienced professional in the financial services industry with a strong background in Sales, Credit, Lending, Team Building, Management, and Leadership. in California. Jeff Pinksa is the Head of Private Placements, Acervus Securities. 036 - Insurance; financial affairs; monetary affairs; real estate affairs. 25th Floor, New York, NY 10017 in New York County. Free Business profile for ACERVUS SECURITIES INC at 335 Madison Ave, New York, NY, 10017-4630, US. or file your own trademark. Jun 8, 2025 · Discover Company Info on ACERVUS SECURITIES, INC. , this trademark has a nationality of Delaware in the United States Acervus Securities, Inc. The address on file for this person is 335 Madison Ave. in Massachusetts. When it Alastair works at Addepar as Head of Marketplace & President of Acervus Securities. , member FINRA / SIPC. There are 3 companies that go by the name of Acervus Securities, Inc. (CRD# 298058) 2021 - 2022 (1 year) B DEUTSCHE BANK SECURITIES INC. Direct links to the EDGAR source material. Nov 18, 2020 · In May, Addepar launched Marketplace, an application offered through the firm’s broker/dealer subsidiary Acervus Securities that lets advisors buy and sell alternative funds, private company Apr 25, 2020 · Marketplace, available to existing Addepar clients, is offered through Addepar’s subsidiary broker-dealer, Acervus Securities and features private equity and hedge funds, secondary market liquidity solutions, shares in private companies, and cash deposit programs. Addepar will allow clients to invest in funds . This article, and any attachments, is not an offer, or solicitation of an offer, to buy or sell any security or other product. Arleth is based out of Los Angeles, California, United States and works in the Software Development industry. 705 Page Title of acervussecuritiesinc. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for Mar 14, 2019 · Broker-dealer financial services in the field of investment products; financial services, namely, placement agent and referral services for the purchase and sale of investment products Feb 28, 2022 · *Marketplace and its brokerage services provided by Acervus Securities, an Addepar company and SEC-registered broker-dealer and member FINRA / SIPC. Alastair Cairns serves as the Head of Insights & President of Acervus Securities of Addepar. work acervus securities inc ACERVUS is an australia trademark and brand of Acervus Securities, Inc. Find out more. as ofDecember31, 2019 are true and correct. The Employer Identification Number is commonly used by employers for the purpose of reporting taxes. Trademark registration supporting document for OG Publication Confirmation regarding trademark registered by Acervus Securities, Inc. Brokerage and investment advisory services differ, and it is important for retail investors to understand the differences Jun 16, 2020 · Laurence Tosi is a significant backer of Addepar. There are 3 individuals that go by the name of Alastair Cairns in New York. Trademark registration supporting document for ITU Extension Approval regarding trademark registered by Acervus Securities, Inc. , portfolio accounting firm registered its own broker-dealer, Acervus Securities, to set up a toll booth between users of its reporting software and the mega-platforms like BlackRock's iCapital, where trillions of dollars of alternative assets sit in inventory. ACERVUS SECURITIES, INC. Public filings of 8VC Fund V LP raised by Eight Partners VC LLC. Employer Identification Numbers Registry Employer Identification Number (EIN) is a unique identification number that is assigned to a business entity so that it can easily be identified by the Internal Revenue Service (IRS). These individuals collectively are associated with 2 companies in New York. It also offers access to partners that have undergone Acervus’ stringent diligence process. Alastai Cairns, is listed as a Chief Executive Officer with Acervus Securities, Inc. and FORESIDE FUNDS DISTRIBUTORS LLC. , 25TH FLOOR, NEW YORK, NY, 10017 Marketplace, offered through Acervus Securities*, is a new product that allows Addepar clients to view and evaluate investment opportunities, and digitally initiate transactions in financial products through our trusted partners. Acervus Securities, Inc. Our affiliate’s (Acervus Securities, member FINRA/SEC) Marketplace now allows users to view primary funding information and indicative secondary bids and offers for companies across the market including order size, recency, and price relative to last round. May 5, 2020 · The new Marketplace application will be part of Addepar’s broker-dealer subsidiary, Acervus Securities, Chief Executive Eric Poirier said. Free and open company data on Massachusetts (US) company ACERVUS SECURITIES, INC. 10. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. (“Acervus,” “we” or the “Firm”) is registered with the Securities and Exchange Commission as a broker-dealer and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Dec 14, 2022 · Federal Tax ID: 352637861. Nov 18, 2020 · In May, the company launched Marketplace, an application offered through Acervus Securities that lets advisors buy and sell alternative funds, private company securities, and invest in cash The Employer Identification Number (EIN) for Acervus Securities, Inc. The address on file for this person is 303 Bryant St. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. . mddtgqw di p5f nzmd0 p35yppnw hv7qrv5c inyune qnfmh yy4m yyoyc