Sirios Capital Management, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$937M
Discretionary
$937M
100% of AUM
Avg account
$187M
Accounts
5
Employees
15
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
160580
Registered since
March 30, 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

Sirios Capital Management, L.P. is a limited partnership registered with the SEC in 2012 that operates as a hedge fund and serves institutional clients. The firm functions as a CPO/CTA and provides portfolio management for pooled investment vehicles, and it also appears as sponsor/GP/managing member of such vehicles. Ownership includes both a domestic entity and individual stakeholders. Its client fee arrangement blends a percentage-of-assets component with performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Fitzpatrick

    Chief Compliance OfficerCRD 6186311

  • Allison Smyth

    Allison Smyth

    CFOCRD 6956328

Contacts

1 of 1
  • John Brennan

    John Brennan

    Managing DirectorCRD 5044280

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 International Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth