Venus Capital Management Inc (Boston)

Name: Venus Capital Management Inc
Address: 99 Summer Street, Ste M100, Boston, MA, 02110
Telephone: 617-423-1901

Venus Capital Management Inc is a large advisory firm based in Boston. It manages $100.25 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Venus Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Venus Capital Management: assets under management

The assets under management (AUM) of Venus Capital Management Inc is $100.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 377% since the beginning of its operation, and $100.25 million of the total AUM is attributable to clients outside of the United States.

The firm manages $100.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.14 million each.

Venus Capital Management has custody of $57.05 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 72% of the total AUM. The second-largest asset type is other assets, which make up 28% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Venus Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Venus Capital Management serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Venus Capital Management is pooled investment vehicles with 6 clients and $57.05 million of assets under management. Among the 12 most similar advisory firms, Venus Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $100.25 million for 9 clients. 89% of the firm’s clients are foreign persons or businesses.

Venus Capital Management also advises several private funds.

Careers at Venus Capital Management Inc

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 5 people 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vikas Mehrotra	President & ceo	1 Jan 1994	Other	2141791
Natasha Blagoje Koprivica	Chief compliance officer	1 Sep 2005	Other	3053766
Awadhesh Mehta	Chief compliance officer	1 Oct 2005	Other	5057121
Vikas Chawla	Chief operating officer & chief compliance officer	1 Jan 2007	Other	5515601
Vikas Mehrotra Family Irrevocable Trust	Trust owner	1 Jul 2009	25% - 50%	27-6156392
Jeffrey Charles Heisler	Chief compliance officer	1 Oct 2009	Other	5724539
Neelu M Mehrotra	Trustee	1 May 2010	Other	6179872
Mehrotra Childrens Trust 2010	Shareholder	1 May 2010	50% - 75%	27-6631635
Shripal Mehta	Trustee	1 Jan 2011	Other	6179950
Amita A Pancholi	Trustee	1 Aug 2015	Other	6627043
Mehrotra Childrens Trust 2010	Trust owner	1 May 2101	50% - 75%	27-6631635

Based in Boston

The principal office where Venus Capital Management Inc performs its advisory services is located at 99 Summer Street, Ste M100, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-423-1901 or by fax 617-423-1011. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at venuscapital.com/.