AVIDITY PARTNERS MANAGEMENT LP

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$151M
Accounts
7
Employees
9
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
304628
Registered since
May 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Avidity Partners Management LP is a limited partnership organized as a hedge fund and registered with the SEC in 2020. The firm serves institutional clients and focuses on managing pooled investment vehicles rather than acting as a traditional capital allocator. Its advisory work centers on portfolio management for pooled vehicles, and it also serves in sponsor/GP and commodity pool operator/CTA roles for those vehicles. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • JOSE SANTIAGO

    Chief Compliance OfficerCRD 3275087

Contacts

1 of 1
  • MICHAEL GREGORY

    Co-Managing Partner & Co-FounderCRD 5181737

Wealth teams

FINTRX

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2828 N Harwood St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth