HOUSATONIC PARTNERS
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 157618
- Registered since
- March 30, 2012
- Website
- housatonicpartners.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Housatonic Partners is a private equity manager that advises and sponsors pooled investment vehicles for institutional investors. Registered with the SEC in 2012, the firm operates as a corporation with ownership tied to a domestic entity and individuals. Its primary business activity is portfolio management for pooled investment vehicles, and it serves an institutional client base through fee arrangements that include a percentage-of-AUM component and other fee structures. The firm functions both as an adviser and as a general partner/sponsor and managing member of its funds. Housatonic Partners does not present itself as an active ESG investor. Its advisory mandate is focused on private equity strategies rather than retail wealth management or broad-based advisory services.
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 1JILL RAIMONDI
Chief Financial OfficerCRD 5914403
Contacts
3 of 6JOSEPH NIEHAUS
Managing DirectorCRD 5914391
MICHAEL JACKSON
PartnerCRD 816484
H. GROUSBECK
MemberCRD 5949768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1 Post St
- Time zone
- PT (UTC-8)
- Office locations
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