Phoenix Merchant Partners, LP

RIASEC RegisteredEst. 2023

Total AUM

$2.1B

Discretionary

$1B

49% of AUM

Avg account

$258M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Rye, New York
CRD number: 324381
Registered since: September 1, 2023
Custodians: U.S. BANCORP INVESTMENTS, INC., PINNACLE BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other63.57%
Pooled Investment Vehicles36.43%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Phoenix Merchant Partners, LP is a limited partnership operating as an institutional registered investment adviser that primarily serves institutional clients. The firm is SEC-registered (2023) and functions in roles typical of commodity pool operators and commodity trading advisors; it also serves as sponsor, general partner, or managing member of pooled investment vehicles. Advisory services focus on portfolio management for pooled vehicles and for institutional or corporate entities. Compensation is structured as a percentage of assets under management with performance-based fees. Phoenix Merchant Partners does not identify as an active ESG investor.