Counterweight Ventures, LLC
● SEC registered since 2023CRD 327880SEC# 801-128694Wilmington, NC
Reg. AUM
$207.2M
Employees
3
Accounts
417
Location
Wilmington, NC
Counterweight Ventures, LLC assets under management
Counterweight Ventures, LLC is an SEC-registered investment adviser based in Wilmington, NC. The firm has been registered since 2023. It reports $207.2 million in regulatory assets under management and employs 3 people.
Counterweight Ventures, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Michael Koch | Chief Compliance Officer | Under 5% | 2023 |
| Nicholas James Murphy Control | President | Over 75% | 2023 |
Frequently asked questions
How much does Counterweight Ventures, LLC manage?
Counterweight Ventures, LLC reports $207.2 million in regulatory assets under management on its Form ADV.
How many employees does Counterweight Ventures, LLC have?
Counterweight Ventures, LLC reports 3 employees.
Where is Counterweight Ventures, LLC located?
Counterweight Ventures, LLC is based in Wilmington, NC and has been SEC-registered since 2023.
Does Counterweight Ventures, LLC disclose fund performance?
Counterweight Ventures, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 404 N. 3rd Street, Suite 107, Wilmington, NC 28401 |
| Phone | 919-726-6124 |
| Office hours | 9:00 a.m. To 4 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$207.2M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$207.2Mregulatory AUM
Discretionary $207.2M