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 registered with the SEC in 2024 that provides portfolio management services to investment companies and serves institutional clients. The firm operates on a percentage-of-assets fee model and identifies itself as neither an active ESG investor nor a multi-state adviser. Filings classify the adviser as a domestic entity with individual ownership and note an industry affiliation as a CPO/CTA, which indicates the firm is structured to operate or advise pooled vehicles that may trade commodity and futures contracts. Investment preferences appear centered on managing pooled investment vehicles rather than retail advisory relationships. With a small client base and all assets designated discretionary, Sanjac Alpha LP is positioned to run concentrated, manager-driven strategies for institutional counterparties or investment-company wrappers.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2ALLISON 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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