Maritime Partners, LLC

RIASEC RegisteredEst. 2020
Total AUM
$4.7B
Discretionary
$4.7B
100% of AUM
Avg account
$674M
Accounts
7
Employees
41
Advisory reps
5

Firm details

Headquarters
Metairie, Louisiana
CRD number
300186
Registered since
July 23, 2020
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Maritime Partners, LLC is an SEC-registered limited liability company (registered in 2020) that positions itself as an alternative fund provider serving institutional clients. The firm’s core advisory activity is portfolio management for pooled investment vehicles, and it frequently serves as sponsor, general partner, or managing member of those vehicles. Ownership includes both domestic entities and individuals. Fee arrangements are varied and include percentage-of-AUM fees, fixed fees, and performance-based components. Maritime Partners does not identify as an active ESG investor and is not organized as a multi-state adviser. Its organizational classification and business model center on running pooled investment structures rather than acting as a traditional wealth manager to retail clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Stephen Bordes

    Stephen Bordes

    Chief Financial OfficerCRD 6931702

  • Edwin Brooks

    CEOCRD 4970419

  • Eric Livingston

    Eric Livingston

    Chief Operating OfficerCRD 1865155

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Contacts

1 of 1
  • Austin Sperry

    Austin Sperry

    General ManagerCRD 4263710

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

Metairie, LA

Jefferson

Location

Metairie, LA

Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Jefferson
Address
3838 N Causeway Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth