Tallvine Partners Management LP

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$203M
Accounts
7
Employees
16
Advisory reps
2

Firm details

Headquarters
Coral Gables, Florida
CRD number
330629
Registered since
April 17, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tallvine Partners Management LP is a limited partnership that operates private pooled investment vehicles as a private equity fund manager. The firm is registered with the SEC (2024) and serves institutional clients, providing portfolio management for pooled investment vehicles while also acting as sponsor, general partner, and managing member of those vehicles. Its fee model combines asset-based management fees with performance-based fees. Tallvine is not identified as an active ESG investor and does not position itself as a capital allocator to third-party managers.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

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Contacts

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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

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
Santona St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth