Peconic Partners LLC

RIASEC RegisteredEst. 1997
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$343M
Accounts
8
Employees
12
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
108857
Registered since
April 29, 1997
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles75.68%
  • HNWI23.78%
  • Other0.54%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Peconic Partners LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge-fund style manager. The firm serves both individual/family and institutional clients, offering portfolio management across separately managed accounts and pooled vehicles. Its commercial model combines percentage-of-AUM fees with performance-based fees, and Peconic acts in sponsor/GP and managing-member roles for pooled investment vehicles it runs. Peconic is not positioned as an ESG-focused manager, is not a multi-state adviser, and is not characterized as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 12%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents12%

Owners & executives

2 of 2
  • William Harnisch

    William Harnisch

    President, Chief Executive OfficerCRD 1579102

  • Wook Lee

    Wook Lee

    CCO & COOCRD 5608970

Contacts

1 of 1
  • Richard Adelaar

    Richard Adelaar

    Executive Vice PresidentCRD 2060363

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

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
599 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth