Fivespan Partners, LP
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
FINTRXOverview
Fivespan Partners, LP is a limited partnership that operates as a hedge fund and registered investment adviser, first registering with the SEC in 2024. The firm serves an institutional client base and conducts portfolio management for pooled investment vehicles. It also functions in sponsor and general partner roles for pooled vehicles and is identified as a commodity pool operator/commodity trading advisor (CPO/CTA). Its fee model combines a percentage of assets under management with performance-based fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Syntheticfi LLC
RIASan Francisco, CA
Main Management Fund Advisors, LLC
RIASan Francisco, CA
Verita Strategic Wealth Partners, LLC
RIASan Francisco, CA
New Forests Inc.
RIASan Francisco, CA
Factorial Funds Management LLC
RIASan Francisco, CA
Cache Advisors LLC
RIASan Francisco, CA