PARE PARTNERS LLC

RIASEC RegisteredEst. 2023
Total AUM
$66.9M
Discretionary
$66.9M
100% of AUM
Avg account
$8.4M
Accounts
8
Employees
20
Advisory reps
4

Firm details

Headquarters
MIAMI, Florida
CRD number
309242
Registered since
August 7, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pare Partners LLC is a small, SEC-registered adviser organized as a limited liability company and classified in FINTRX as a real estate fund sponsor and manager. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and on acting as an adviser/sponsor, general partner, or managing member to those vehicles. Its investor base is institutional, and its fee model combines a percentage-of-AUM component with performance-based fees. FINTRX flags Pare Partners as not being an active ESG investor; the firm is reported as SEC-registered in 2023.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 3
  • CECILIA RODRIGUEZ

    Chief Compliance OfficerCRD 7890961

  • MARIA FERNANDA SOLARI VILLAR

    Chief Financial OfficerCRD 7780256

  • JUAN VALDIVIESO

    Chief Executive OfficerCRD 7256469

Contacts

1 of 1
  • GASTON TARABAL VILLA

    General CounselCRD 7776404

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1450 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth