General Partner, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Investment Grade Corp Bonds14%
- US Government Bonds11%
- Cash & Cash Equivalents3%
- Other2%
Contacts
1 of 1
Patrick Hegarty
PresidentCRD 7100261
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$38.1M in ETFs
98%
$37.3M
1%
$839K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP VALUE INDEX FUND (VBR) | Vanguard | Passive | Small Value | $7.8M | 35,936 | 20.46% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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