ALLIED STRATEGIC PARTNERS MANAGEMENT, LP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
315791
Registered since
March 9, 2022

Firm profile

FINTRX

Overview

Allied Strategic Partners Management, LP is organized as a limited partnership and registered with the SEC in 2022. FINTRX classifies the firm as a sponsor/manager of pooled vehicles: it sponsors limited partnerships and serves in sponsor/GP/managing-member roles for pooled investment vehicles. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Owner type is listed as a domestic entity/individual.

Assets & Accounts

Investments & Alternatives

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
  • ANDREW WATERS

    Chief Financial OfficerCRD 5315755

Contacts

1 of 1
  • George Heidenreich

    Managing PartnerCRD 7407510

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
1700 Pacific Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth