Felicitas Global Partners, LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 292411
- Registered since
- March 8, 2018
- Website
- www.felicitasgp.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Bonar Chhay
Founder & Managing PartnerCRD 5037260
Pascal Stalder
Portfolio Risk ManagerCRD 4956671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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