PALO DURO INVESTMENT PARTNERS, LP

RIASEC RegisteredEst. 2023
Total AUM
$403M
Discretionary
$403M
100% of AUM
Avg account
$57.5M
Accounts
7
Employees
6
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
324320
Registered since
January 10, 2023
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles75.14%
  • Pension & Profit Sharing Plans24.86%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Palo Duro Investment Partners, LP is a limited partnership organized as a hedge fund and SEC-registered adviser (registered in 2023) that manages pooled investment vehicles and provides portfolio management services to businesses and institutional clients. The firm charges both a percentage-of-assets fee and performance-based fees. It is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not list itself as a capital allocator. Palo Duro also acts in sponsor/GP and managing-member roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Cash & Cash Equivalents 21%79%
  • Exchange Traded Equities79%
  • Cash & Cash Equivalents21%

Contacts

2 of 2
  • Jack Devine

    VP of OperationsCRD 7267518

  • MATTHEW DOUGHERTY

    Managing PartnerCRD 7284901

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

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
311 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth