ASANA PARTNERS, LP
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 284477
- Registered since
- July 22, 2016
- Website
- www.asanapartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Asana Partners, LP is a limited partnership registered with the SEC in 2016 that operates primarily as a real estate fund manager serving institutional clients. The firm acts as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those vehicles rather than acting as a third-party allocator. Its compensation model combines a percentage-of-assets fee with performance-based fees. Asana identifies as an active ESG investor and is owned by a combination of domestic entities and individuals.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3ALEX DELPLECHE
Chief Compliance OfficerCRD 6843617
STEFAN NEUDORFF
Chief Financial OfficerCRD 7715466
Miki Kamijyo
General Counsel & Chief Compliance OfficerCRD 6463283
Contacts
3 of 9TERRY BROWN
Managing PartnerCRD 4335082
SAMUEL JUDD
Managing PartnerCRD 3159555
JASON TOMPKINS
Managing PartnerCRD 4351655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 2151 Hawkins St
- Time zone
- ET (UTC-5)
- Office locations
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