Felicitas Global Partners, LLC

RIASEC RegisteredEst. 2018
Total AUM
$804M
Discretionary
$804M
100% of AUM
Avg account
$47.3M
Accounts
17
Employees
15
Advisory reps
2

Firm details

Headquarters
Pasadena, California
CRD number
292411
Registered since
March 8, 2018
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.45%
  • Investment Companies13.55%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Felicitas Global Partners, LLC is an SEC-registered limited liability company that provides investment management primarily to institutional clients. Registered in 2018, the firm operates as a multifaceted fund manager with a focus on private equity and venture capital strategies and manages pooled investment vehicles and investment companies. Its business model is manager-centric rather than acting as a pure capital allocator; the firm is involved in portfolio management for both investment companies and pooled vehicles. The firm’s fee arrangements combine percentage-of-AUM fees, fixed fees and performance-based fees. Ownership is structured between domestic entities and individuals. Felicitas does not list itself as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Bonar Chhay

    Bonar Chhay

    Founder & Managing PartnerCRD 5037260

  • Pascal Stalder

    Portfolio Risk ManagerCRD 4956671

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
65 N Raymond Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth