FIVESPAN PARTNERS, LP

RIASEC RegisteredEst. 2024
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$167M
Accounts
6
Employees
9
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
332551
Registered since
September 24, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fivespan Partners, LP is structured as a limited partnership operating as a hedge fund that primarily serves institutional clients. The firm is SEC-registered (2024) and reports both percentage-of-AUM and performance-based fee arrangements, consistent with an active, incentive-aligned hedge fund model. Its stated business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles; it also functions as sponsor, general partner and managing member of pooled vehicles it sponsors. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant.

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
  • DYLAN HAGGART

    Co-founder, Managing Partner & Chief Investment OfficerCRD 5696508

  • CARLY POLLOCK

    CFO & COOCRD 6629193

Contacts

1 of 1
  • SARAH COYNE

    Managing PartnerCRD 6078474

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1170 Gorgas Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth