Dean Ventures Management, LLC (Vienna)


Dean Ventures Management, LLC is a large advisory firm based in Vienna. It manages $334.63 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Virginia.

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

Dean Ventures Management: assets under management

The assets under management (AUM) of Dean Ventures Management, LLC is $334.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $334.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.9 million each.
Dean Ventures Management has custody of $334.63 million in cash and securities for 14 clients in total but doesn’t act as a qualified custodian.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Dean Leonard Wilde Trustee of dean wilde ii revocable trust 1 Oct 2007 75% - 100% 6017292
Cecile Jeanne Lucie Wilde Trustee of dean l. wilde ii revocable trust 1 Oct 2007 75% - 100% 6494377
James Phillip Smist Trustee of james p. smist revocable trust 1 Oct 2008 75% - 100% 6017294
Dean L. Wilde Ii Revocable Trust Member (class c is the relevant asset class) 1 Nov 2009 75% - 100% xxx-xx-xxxx
James P. Smist Revocable Trust Member 1 Dec 2013 75% - 100% xxx-xx-xxxx

Based in Vienna

The principal office where Dean Ventures Management, LLC performs its advisory services is located at 8065 Leesburg Pike, Vienna, VA 22182, 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 703-506-3900 or by fax 703-506-3905. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at deanventures.com.