FIC PARTNERS MANAGEMENT, LP

RIASEC RegisteredEst. 2017
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$98.3M
Accounts
20
Employees
8
Advisory reps
3

Firm details

Headquarters
HOUSTON, Texas
CRD number
282788
Registered since
February 21, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FIC Partners Management, LP is a limited partnership and SEC-registered investment adviser that operates as a private equity fund manager. Registered in 2017, the firm serves primarily institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. It functions as a sponsor and general partner for pooled vehicles, and its owner structure includes domestic entities and individuals. The firm reports being an active ESG investor. Its client billing mixes percentage-of-AUM, fixed fees, performance-based fees and other arrangements. FIC Partners identifies itself as a private equity fund manager rather than a pure capital allocator and is not listed as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • GORDON POLOZOLA

    Chief Compliance OfficerCRD 7086262

Contacts

2 of 2
  • CAY FREIHOFER

    Limited PartnerCRD 5373913

  • CYRUS AGHILI

    Managing PartnerCRD 7410489

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2707 North Loop W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth