AMET PARTNERS GP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA BARBARA, California
CRD number
325840

Firm profile

FINTRX

Overview

Amet Partners Gp, LLC is a small, privately held limited liability company that operates primarily in pooled investment strategies. Its reported business activity is as a commodity pool operator or commodity trading advisor, which indicates the firm runs or advises collective vehicles that trade futures, options or other derivatives rather than acting as a traditional wealth manager. The firm is classified as an “other” investment adviser and is owned at the individual level. It does not identify as an active ESG investor and does not present as a multi-state advisory platform or pension consultant. The firm’s activity profile points to a focus on manager-driven, product-centric investing rather than broad retail advisory relationships. Given the CPO/CTA designation, allocation interest is likely concentrated on liquid, tradeable instruments and tactical trading strategies that can be packaged inside a pooled fund.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

3 of 4
  • MARGARET LONCKI

    Director of OperationsCRD 7796782

  • KELLY SMITH

    Partner and FounderCRD 3123240

  • DAVID BACKENS

    Partner and FounderCRD 5873523

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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

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
801 Garden St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth