AMBERJACK CAPITAL PARTNERS, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$78.3M
Accounts
16
Employees
12
Advisory reps
4

Firm details

Headquarters
HOUSTON, Texas
CRD number
161464
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Amberjack Capital Partners, L.P. is structured as a limited partnership that operates as a private equity fund manager serving institutional clients. The firm registered with the SEC in 2012 and is owned by a mix of domestic entities and individuals. Its advisory work is focused on portfolio management for pooled investment vehicles, and it also acts as sponsor, general partner and managing member for those vehicles. Fee arrangements include a mix of asset-based fees, fixed fees and performance-based fees. Amberjack does not identify as an active ESG investor and is not organized as a multi-state adviser.

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

2 of 2
  • JOHN TRAMPE

    Chief Compliance OfficerCRD 6981444

  • MELISSA ROCCO

    CFO & CCOCRD 7393200

Contacts

2 of 2
  • JASON TUROWSKY

    Co-Managing PartnerCRD 4433472

  • WILLIAM CONNELLY

    PartnerCRD 5175733

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
4400 Post Oak Pkwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth