FORMENTERA PARTNERS LP
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 311055
- Registered since
- September 12, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Formentera Partners LP is a limited partnership that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2022 and serves an institutional client base. Its primary activity is running and sponsoring private pooled funds; it also functions as a sponsor, general partner and managing member of those vehicles. Investment activity centers on private market strategies, with explicit allocations to third‑party alternative managers across private equity, hedge funds, commodities and oil & gas. The firm charges a combination of percentage‑of‑AUM fees and performance‑based fees, and it does not position itself as an active ESG investor. Formentera Partners’ structure and stated advisory activity indicate a focus on pooled vehicle portfolio management rather than single‑account discretionary wealth management. That setup suggests the firm’s day‑to‑day work is dominated by fund formation, manager selection and GP responsibilities rather than retail account servicing.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
1 of 1Mark Becker
Chief Financial OfficerCRD 7835093
Contacts
2 of 2BLAKE LONDON
Managing PartnerCRD 4813617
BRYAN SHEFFIELD
Managing PartnerCRD 5230763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 300 Colorado St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
GREENBELT CAPITAL PARTNERS
RIAAUSTIN, TX
VENTURI PRIVATE WEALTH
RIAAUSTIN, TX
MASLOW WEALTH ADVISORS
RIAAUSTIN, TX
MAINSAIL PARTNERS
RIAAUSTIN, TX
MCP MANAGEMENT, LP
RIAAUSTIN, TX
BLUESPRING WEALTH MANAGEMENT, LLC
RIAAUSTIN, TX