General Partner, Inc.

RIASEC RegisteredEst. 2019
Total AUM
$318M
Discretionary
$318M
100% of AUM
Avg account
$79.6M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
302070
Registered since
May 17, 2019
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Charitable Organizations98.11%
  • Individuals1.89%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

General Partner, Inc. is a corporate-structured registered investment adviser that began SEC registration in 2019 and is owned by an individual. The firm serves both individuals and families as well as institutional clients, with a stated advisory activity focused on portfolio management for businesses or institutions. Fee arrangements include a percentage-of-assets model alongside the option for fixed fees. Investment approach emphasizes publicly traded equities as the primary sleeve while also incorporating external alternative managers and mutual funds. The firm is not characterized as an active ESG investor and does not identify as a multi-state adviser on its filings.

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: Exchange Traded Equities 70%, Investment Grade Corp Bonds 14%, US Government Bonds 11%, Cash & Cash Equivalents 3%, Other 2%70%
  • Exchange Traded Equities70%
  • Investment Grade Corp Bonds14%
  • US Government Bonds11%
  • Cash & Cash Equivalents3%
  • Other2%

Contacts

1 of 1
  • Patrick Hegarty

    Patrick Hegarty

    PresidentCRD 7100261

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$38.1M in ETFs

Passive

98%

$37.3M

Active

1%

$839K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SMALL-CAP VALUE INDEX FUND (VBR)VanguardPassiveSmall Value$7.8M35,93620.46%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth