TEMERITY STRATEGIC PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$305M
Discretionary
$305M
100% of AUM
Avg account
$102M
Accounts
3
Employees
10
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
333815
Registered since
April 23, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Temerity Strategic Partners is a limited liability company that manages pooled real estate vehicles for institutional investors. The firm is organized as a sponsor/GP and acts as portfolio manager for its funds, with a fee model that combines a percentage of assets under management and performance-based fees. Its filing indicates SEC registration in 2025 and a client base composed of institutional investors. Investment activity centers on real estate strategies, but the firm also allocates to other alternative asset classes through third-party managers. Temerity is not identified as an active ESG investor.

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

Owners & executives

2 of 2
  • Steven Lapkoff

    Chief Compliance Officer and CounselCRD 7714711

  • WENDY FREYER

    Chief Operating OfficerCRD 6175877

Contacts

2 of 2
  • BRUCE COHEN

    Co-FounderCRD 1410148

  • JEFFREY CITRIN

    Co-FounderCRD 2182152

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth