GI PARTNERS

RIASEC RegisteredEst. 2012

Total AUM

$35.7B

Discretionary

$20.8B

58% of AUM

Avg account

$1.2B

Accounts

Employees

160

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 161573
Registered since: March 30, 2012
Website: www.gipartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles58.2%
State / Municipal Government41.8%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GI Partners operates as a limited partnership that functions primarily as a private equity and real estate manager while also running multiple ancillary investment activities. The firm serves institutional clients and charges a mix of asset-based and performance-linked fees. Its advisory work centers on portfolio management for pooled investment vehicles, and it also acts in sponsor/GP and other manager roles for funds it organizes. GI Partners identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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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

Other100%

Owners & executives

3 of 3

CHAD LUPTON
Chief Financial OfficerCRD 5874667
DAVID SMOLEN
Managing Director, General Counsel and Chief Compliance OfficerCRD 4336719
JR. PSARAS
CFOCRD 7091202