Touchdown Ventures Inc. (Haddonfield)

Touchdown Ventures Inc. is a large advisory firm based in Haddonfield. It manages $97.33 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California and New Jersey.

Touchdown Ventures provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and non discretionary consulting service to entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Touchdown Ventures: assets under management

The assets under management (AUM) of Touchdown Ventures Inc. is $97.33 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in non-exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Touchdown Ventures Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Scott Lenet serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Scott Lenet is corporations or other businesses with 8 clients and $50.97 million of assets under management. Among the 8 most similar advisory firms, Touchdown Ventures has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $97.33 million for 10 clients. None of the firm’s clients are foreign persons or businesses.

Touchdown Ventures doesn't advise any private funds.

Careers at Touchdown Ventures Inc.

The company employs 22 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Scott Lenet has been acting as President since 1 Jul 2014. Saleemah Hassanali Ahamed joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Horowitz	Ceo - chief compliance officer	1 Jul 2014	50% - 75%	6396331
Scott Lenet	President	1 Jul 2014	25% - 50%	6047346
David Benson Horowitz	Ceo	1 Jul 2014	50% - 75%	6396331
Richard Grant	Managing director	1 Aug 2014	Other	6396337
Saleemah Hassanali Ahamed	Cco	1 Mar 2017	Other	5819935

Based in Haddonfield

The principal office where Touchdown Ventures Inc. performs its advisory services is located at 108 Kings Highway East Suite 300, Haddonfield, NJ 08033, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-431-3535. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday.