ASTATINE INVESTMENT PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$1.6B
Discretionary
$1.2B
78% of AUM
Avg account
$263M
Accounts
6
Employees
24
Advisory reps
6

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
156918
Registered since
March 14, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Astatine Investment Partners is an institutional-focused investment adviser that specializes in running pooled investment vehicles and acting in commodity pool operator/commodity trading advisor roles. The firm operates as a sponsor and manager of closed and open pooled funds rather than as a traditional standalone portfolio manager for retail clients. Its business model blends portfolio management for pooled vehicles with relationships to other related adviser entities, and fee arrangements commonly include asset-based fees and performance-based compensation. Investment activity centers on allocating to and managing alternative strategies through the firm’s funds. Astatine appears to favor third-party manager relationships and structured pooled vehicles as the primary delivery mechanism for client exposure, with the firm taking an active role as sponsor, general partner or managing member where appropriate. It is not positioned as an active ESG investor and does not report multi-state adviser status.

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

3 of 4
  • JOSEPH KELLEHER

    Partner, Chief Legal OfficerCRD 6028278

  • Lubna Rehman

    Assistant Chief Financial OfficerCRD 7304999

  • ANDREW BISHOP

    COOCRD 6932354

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Contacts

2 of 2
  • JAMES METCALFE

    Co-Managing PartnerCRD 2180277

  • CHRISTOPHER REID

    Managing DirectorCRD 5808080

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
50 Old Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth