Caligan Partners

RIASEC RegisteredEst. 2018
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$162M
Accounts
8
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
289887
Registered since
August 10, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Caligan Partners operates as a limited partnership functioning primarily as a hedge fund. The adviser registered with the SEC in 2018 and serves an institutional client base while also providing portfolio management for individuals and small businesses. The firm sponsors and serves as general partner/managing member of pooled investment vehicles and charges both a percentage-of-assets management fee and performance-based fees. Caligan Partners is not identified as an active ESG investor and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

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
  • Tiffany Gibbs

    Tiffany Gibbs

    Partner, Chief Financial Officer, Chief Compliance OfficerCRD 7138771

  • Robert Laman

    Robert Laman

    Partner and COOCRD 5392230

Contacts

1 of 1
  • David Johnson

    Managing PartnerCRD 4675467

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

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
780 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth