ARGAND PARTNERS, LP

RIASEC RegisteredEst. 2015
Total AUM
$827M
Discretionary
$827M
100% of AUM
Avg account
$48.6M
Accounts
17
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
282127
Registered since
November 18, 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

Argand Partners, LP is a limited partnership that operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (since 2015) and identified in the dataset as a private equity fund rather than a traditional wealth manager or family office. Its business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles, and it is listed as a sponsor of limited partnerships (excluding pooled investment vehicles). Fee arrangements combine a percentage of assets under management with performance-based fees. The firm is flagged as an active ESG investor and is not classified as a capital allocator or a multi-state adviser.

Assets & Accounts

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
  • Samantha Katz

    General Counsel and Chief Compliance OfficerCRD 7655294

  • David Faiman

    Chief Financial OfficerCRD 8092812

Contacts

2 of 2
  • HEATHER FAUST

    Managing PartnerCRD 6466233

  • HOWARD MORGAN

    Managing PartnerCRD 5513592

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

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
25 W 43rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth