AULDBRASS PARTNERS, LP

RIASEC RegisteredEst. 2022
Total AUM
$413M
Discretionary
$413M
100% of AUM
Avg account
$82.6M
Accounts
5
Employees
11
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
161360
Registered since
March 18, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Auldbrass Partners, LP is a limited partnership organized as a private equity fund manager that provides portfolio management for pooled investment vehicles. The firm is SEC-registered (2022) and serves an institutional client base. It operates as sponsor/GP and managing member of pooled vehicles rather than as a broad capital allocator. Fee arrangements include a percentage-of-AUM component and performance-based fees. The adviser is not identified as an active ESG investor and is structured as a single-state adviser per the available data.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • ADORA LI

    CFOCRD 8244861

Contacts

3 of 3
  • KAREN SANDERS

    Limited PartnerCRD 6030631

  • CHRISTOPHER SALLEY

    Managing DirectorCRD 6473730

  • HOWARD SANDERS

    Founder & Managing DirectorCRD 2665124

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
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth