PRIMUS CAPITAL PARTNERS, INC.

RIASEC RegisteredEst. 2012
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$418M
Accounts
4
Employees
19
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
156861
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Primus Capital Partners, Inc. is a corporation registered with the SEC since 2012 that operates as a private equity fund manager serving institutional clients. The firm structures and manages pooled investment vehicles and typically acts as sponsor/GP or managing member of those vehicles rather than functioning as a third‑party capital allocator. Its advisory scope centers on portfolio management for pooled funds; compensation combines a percentage of assets under management with performance‑based fees. Primus also identifies 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

1 of 1
  • DOMINIC OFFREDO

    Chief Financial Officer & Chief Compliance OfficerCRD 6607838

Contacts

1 of 1
  • PHILLIP MOLNER II

    Managing PartnerCRD 6027951

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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3353 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth