SGI PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
324921
Registered since
February 7, 2023

Firm profile

FINTRX

Overview

SGI Partners is a privately held limited liability company that functions primarily as a sponsor and manager of pooled private investment vehicles. Registered as an SEC adviser in 2023, the firm’s activity centers on forming and operating closed-end private equity funds and acting in sponsor/GP roles rather than servicing retail advisory relationships. The firm is not positioned as a broad capital allocator to outside advisory clients; instead, its business model emphasizes fund sponsorship, management fees and GP economics tied to its private funds. SGI Partners is not identified as an active ESG investor and does not report multi-state advisory operations.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • MICHAEL HONG

    Managing Director, Co-founder and Chief Investment OfficerCRD 4872711

Contacts

1 of 1
  • LA VAR WAGNER

    Healthcare Investment Banking AdvisorCRD 7694234

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth