Darby Overseas Partners, L.P.

RIASEC Registered
Total AUM
$154M
Discretionary
$23.3M
15% of AUM
Avg account
$30.9M
Accounts
5
Employees
2
Advisory reps
2

Firm details

Headquarters
Washington, District of Columbia
CRD number
160799
Registered since
March 12, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Darby Overseas Partners, L.P. is organized as a limited partnership that operates primarily as an adviser to pooled investment vehicles. The firm is registered with the SEC (since 2012) and serves institutional clients. It is classified in FINTRX as a private equity and “other” fund provider rather than a traditional capital allocator, and it charges both a percentage-of-assets fee and performance-based fees. Advisory activity centers on portfolio management for pooled vehicles, and the firm maintains a range of industry relationships — including roles as sponsor/GP or managing member of pooled vehicles and affiliations with broker-dealers, other investment advisers, CPO/CTAs, trust companies and insurance companies. Darby Overseas Partners is not identified as an active ESG investor and does not report multi-state adviser status or pension consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kenneth White

    Chief Compliance OfficerCRD 4275335

Contacts

1 of 1
  • Bryan Martoken

    Bryan Martoken

    Senior Managing DirectorCRD 4669169

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
1133 Connecticut Ave Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth