ACHIEVE PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$672M
Discretionary
$672M
100% of AUM
Avg account
$44.8M
Accounts
15
Employees
12
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
299883
Registered since
February 8, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Achieve Partners Management, LLC is an SEC-registered advisor that operates as a private equity fund manager and sponsor. Organized as a limited liability company and registered in 2019, the firm serves institutional investors by building and managing pooled investment vehicles where it typically acts as adviser, general partner and managing member. Its compensation model combines a percentage-of-AUM fee with performance-based fees—a common structure for private equity managers—and the firm does not present itself as a capital allocator to other managers. Achieve Partners is not an active ESG investor and does not operate as a multi-state adviser. The firm’s activities center on portfolio management for pooled vehicles rather than providing broad retail advisory services. Its structure and fee arrangement indicate a focus on long-dated, illiquid equity investments delivered through closed or semi-closed fund structures, with incentive alignment between the manager and limited partners driven by carried interest-style economics.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KEVIN JOHNSON

    Chief Financial OfficerCRD 6065803

Contacts

3 of 4
  • DANIEL PIANKO

    Managing DirectorCRD 3105052

  • RYAN CRAIG

    Managing DirectorCRD 6046639

  • Aanand Radia

    Managing DirectorCRD 7715491

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
104 W 40th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth