KILDARE PARTNERS US, LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$120M
Accounts
16
Employees
40
Advisory reps
4

Firm details

Headquarters
WESTLAKE, Texas
CRD number
167984
Registered since
September 16, 2013
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kildare Partners US, LLC is an SEC-registered limited liability company that operates as a manager of pooled investment vehicles with an institutional client base. The firm is organized as a real estate fund manager and is listed as the sponsor, general partner, or managing member of pooled vehicles; it also has affiliations that include CPO/CTA roles and sponsorship of LPs. Kildare’s advisory activity is focused on portfolio management for its pooled funds rather than on separate-account or third-party capital allocation — capital allocator is marked as "No." The firm’s ownership is identified as a mix of foreign entity and individual ownership. Kildare charges traditional asset-based fees and performance-linked fees (carry or incentive fees are part of its structure), plus other fee elements noted in its fee schedule. It does not identify as an active ESG investor, and it is not characterized as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ELLIS SHORT

    Chief Investment OfficerCRD 4381130

  • GINGER QUILLEN

    Chief Financial OfficerCRD 6228240

Contacts

2 of 2
  • ALICIA HALL

    CRD 6035694

  • Marc Lipshy

    Financial Advisor and Registered RepresentativeCRD 7280018

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WESTLAKE, TX

DENTON

Location

WESTLAKE, TX

Headquartered in WESTLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DENTON
Address
1301 Solana Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth