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HLV VENTURES

HAUPPAUGE, NY · CRD 332979 · IAPD ↗ · hlvventures.com · 631-780-3286

$74.8MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
10Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2026 — HLV VENTURES reported RAUM up 32% ($56.8M -> $74.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
December 2025 — HLV VENTURES (HAUPPAUGE, NY) is newly SEC-registered with $56.8M RAUM and 12 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.