General Atlantic Service Company, L.P.

RIASEC RegisteredEst. 2005
Total AUM
$125B
Discretionary
$125B
100% of AUM
Avg account
$375M
Accounts
334
Employees
881
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
133536
Registered since
February 14, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles73.56%
  • Other14.46%
  • State / Municipal Government3.61%
  • Charitable Organizations2.35%
  • Sovereign Wealth Funds1.75%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

General Atlantic Service Company, L.P. operates as a limited partnership focused on managing and sponsoring pooled investment vehicles across private markets and real assets. The firm is registered with the SEC since 2005 and positions itself as a multifaceted fund manager that runs private equity and real estate funds while also acting in other fund-provider roles. Its client base includes both individuals and families alongside institutional investors. Advisory work spans portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients. The firm reports active ESG investing and also performs CPO/CTA activities and sponsor/GP functions for pooled vehicles. Fee arrangements include both percentage-of-assets and performance-based components.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • William Ford

    William Ford

    Chairman and Chief Executive OfficerCRD 1665622

  • Kelly Pettit

    Kelly Pettit

    Managing Director, Chief Compliance OfficerCRD 5171882

  • Christopher Lanning

    Christopher Lanning

    Managing Director, Chief Legal OfficerCRD 5297765

Contacts

3 of 8
  • Martin Escobari Lifchitz

    Martin Escobari Lifchitz

    Co-PresidentCRD 6039783

  • Jay Kojima

    Jay Kojima

    PartnerCRD 2649472

  • David Hodgson

    Vice ChairmanCRD 4890592

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
55 E 52nd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth