AE Industrial Partners, LP

RIASEC RegisteredEst. 2015
Total AUM
$7.7B
Discretionary
$7.7B
100% of AUM
Avg account
$215M
Accounts
36
Employees
90
Advisory reps
7

Firm details

Headquarters
Boca Raton, Florida
CRD number
173020
Registered since
April 21, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AE Industrial Partners, LP is a private equity partnership that manages buyout and control-oriented investments with an institutional client base. The adviser is organized as a limited partnership and has been SEC-registered since 2015. It serves primarily institutional investors through pooled investment vehicles, acting as sponsor and general partner on funds where it also performs portfolio management for those vehicles. Compensation is a combination of asset-based management fees and performance-linked fees, and the firm identifies as an active ESG investor. The firm’s operating profile emphasizes industrials and related sectors (reflected in its name and public equity activity), while its business activities include sponsoring and managing pooled funds and serving as a commodity pool operator/commodity trading adviser where applicable. AE Industrial Partners presents itself as a hands-on manager that structures and runs private funds rather than a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Michael Greene

    Michael Greene

    Managing Partner & Co-CEOCRD 1963676

  • Melissa Klafter

    Melissa Klafter

    Partner & Chief Financial OfficerCRD 4840755

Contacts

3 of 5
  • Jon Nemo

    Managing PartnerCRD 2502395

  • Charles Compton

    Charles Compton

    Managing PartnerCRD 7853626

  • Konert Kirk

    Managing PartnerCRD 7853627

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
6700 Broken Sound Pkwy Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth