IDYLLIC PARTNERS MANAGER, LP

RIASEC RegisteredEst. 2026
Total AUM
$85M
Discretionary
$85M
100% of AUM
Avg account
$42.5M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
SLEEPY HOLLOW, New York
CRD number
339892
Registered since
January 16, 2026
Fee structure
Percentage of AUM
Client types
  • Other58.82%
  • Pooled Investment Vehicles41.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Idyllic Partners Manager, LP is organized as a limited partnership and operates as a private equity fund manager and sponsor/GP. The firm is SEC-registered (2026) and serves an institutional client base. Its advisory scope includes portfolio management for pooled investment vehicles, portfolio management for businesses or institutions, and the selection of other advisers. Fee billing is on a percentage-of-AUM basis. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator in the data provided. Idyllic Partners Manager also appears in service roles tied to pooled vehicles, acting as sponsor, general partner and managing member where applicable. Ownership is a mix of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • DAVID CHIANG

    Founder and Chief Investment OfficerCRD 2938164

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SLEEPY HOLLOW, NY

WESTCHESTER

Location

SLEEPY HOLLOW, NY

Headquartered in SLEEPY HOLLOW, 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
WESTCHESTER
Address
4 Westview Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth