RECOGNIZE PARTNERS LP

RIASEC RegisteredEst. 2022
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$666M
Accounts
5
Employees
25
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
311156
Registered since
May 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Recognize Partners LP is structured as a limited partnership that operates as a private equity fund manager and registered investment adviser (SEC-registered in 2022). Its business centers on managing pooled investment vehicles; the firm is identified as a sponsor, general partner and managing member of those vehicles rather than as a typical institutional allocator. Clients are institutional, and the firm charges a mix of percentage-of-AUM and performance-based fees. FINTRX flags Recognize Partners as an active ESG investor, and its advisory activity is focused on portfolio management for pooled funds.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • PATRICIA DE LOS SANTOS

    Partner & Chief Financial OfficerCRD 8238990

  • EVAN MAGRUDER

    Partner, General Counsel and Chief Compliance OfficerCRD 6428391

Contacts

3 of 3
  • CHARLES PHILLIPS

    Co-Founder & Managing PartnerCRD 2538242

  • DAVID WASSERMAN

    Managing Partner & Co-FounderCRD 2649490

  • FRANCISCO D'SOUZA

    Managing Partner & Co-FounderCRD 7311825

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
540 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth