PAINE SCHWARTZ PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$5.2B
Discretionary
$5.2B
100% of AUM
Avg account
$288M
Accounts
18
Employees
43
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
157551
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Paine Schwartz Partners, LLC is a private equity investment adviser that concentrates on pooled investment vehicles for institutional clients. Registered with the SEC in 2012 and organized as a limited liability company, the firm operates primarily as sponsor and general partner for closed-end funds and similar pooled structures. Its business model centers on managing private equity funds, charging a mix of asset-based fees and performance fees consistent with traditional private equity economics. Investment activity is dominated by private equity strategies and the manager identifies as an active ESG investor, indicating environmental, social and governance considerations are integrated into sourcing, due diligence and portfolio management. As sponsor and managing member of its funds, the firm typically runs a full lifecycle investment program — deal sourcing, portfolio oversight and eventual exits — rather than serving only as a capital allocator.

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

Owners & executives

3 of 4
  • KEVIN SCHWARTZ

    Managing Partner and Chief Executive OfficerCRD 2928230

  • RENATA MALAVAZZI

    General Counsel and Chief Compliance OfficerCRD 7248065

  • ANGELOS DASSIOS

    CIO and Managing PartnerCRD 2783121

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Contacts

1 of 1
  • WILLIAM PAINE

    ChairmanCRD 1648912

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
610 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth