DECLARATION PARTNERS LP

RIASEC RegisteredEst. 2020
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$31.5M
Accounts
64
Employees
37
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
297786
Registered since
February 18, 2020
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

Declaration Partners LP is a limited partnership that operates as an investment manager for pooled vehicles, registered with the SEC in 2020. The firm is structured as a multi-strategy fund manager that runs private equity and real estate funds and acts in sponsor and general partner roles. Its client base is institutional, and it charges a mix of asset-based and performance-linked fees (plus other fee arrangements). Declaration Partners reports it is not an active ESG investor and does not identify as a multi-state adviser. The firm’s advisory activity centers on portfolio management of pooled investment vehicles. It functions as both an adviser and sponsor — serving as managing member or GP of the funds it runs rather than acting solely as an external allocator.

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
  • Ashleigh Brogan

    Chief Compliance OfficerCRD 7851944

  • ANNIE SLOYER

    Partner, CFOCRD 7091071

Contacts

3 of 6
  • ELLIOT WAGNER

    PartnerCRD 2907571

  • ROBERT JACKOWITZ

    PartnerCRD 1905427

  • BRIAN FRANK

    Founder & Managing PartnerCRD 2649042

Unlock 3 more contacts

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
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth