Strategic Partners Fund Solutions Advisors L.P.

RIASEC RegisteredEst. 2005
Total AUM
$80.4B
Discretionary
$80.4B
100% of AUM
Avg account
$1.1B
Accounts
75
Employees
113
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
134009
Registered since
February 23, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.82%
  • Corporations / Businesses1.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Partners Fund Solutions Advisors L.P. operates as a limited partnership registered with the SEC since 2005. The firm functions as a multifaceted fund manager with core activity running and advising pooled investment vehicles—particularly private equity and real estate funds—and also participates in venture capital. Its client base is institutional, and its compensation blends a percentage-of-AUM model with performance-based fees. The firm is active on ESG matters and engages in broader industry roles: it acts as a commodity pool operator/commodity trading advisor (CPO/CTA), sponsors and manages pooled vehicles, and performs manager selection for other advisers or vehicles. Strategic Partners maintains ties across the financial ecosystem, including affiliations with broker-dealers, banks, insurance companies and accounting entities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Contacts

3 of 6
  • Emily Mathews

    Managing DirectorCRD 5221971

  • Jonathan Jacoby

    Jonathan Jacoby

    Managing DirectorCRD 5020472

  • Verdun Perry

    Verdun Perry

    Sr. Managing DirectorCRD 2521357

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth