PARTHENON CAPITAL PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$13.4B
Discretionary
$13.4B
100% of AUM
Avg account
$954M
Accounts
14
Employees
40
Advisory reps
6

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
157398
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Parthenon Capital Partners is organized as a limited partnership and operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (since 2012) and describes its owner type as a domestic entity/individual. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also functions in roles typical of sponsors or general partners for pooled vehicles. Parthenon reports business activity as a CPO/CTA and uses a fee model that includes percentage-of-AUM and performance-based components in addition to other fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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 5
  • WILLIAM KESSINGER

    Chief Investment OfficerCRD 6028863

  • DAVID AMENT

    Co-CEOCRD 2781401

  • Joseph Taveira

    Chief Financial OfficerCRD 7283942

Unlock 2 more executives

Contacts

1 of 1
  • ANDREW DODSON

    Managing PartnerCRD 5996376

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
600 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth