Sanjac Alpha LP
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 329302
- Registered since
- January 2, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Sanjac Alpha LP is a limited partnership that registered with the SEC in 2024 and is classified as an institutional registered investment adviser. The firm serves an institutional client base and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies, which indicates the firm acts as an adviser to pooled vehicles or funds rather than exclusively running separate accounts. Sanjac Alpha LP is not a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser. Ownership is listed as a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Allison Duensing
Chief Compliance OfficerCRD 5771541
Leon Wells
Partner, CIOCRD 2969510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 3033 W Alabama St
- Time zone
- CT (UTC-6)
- Office locations
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