THE LINONIA PARTNERSHIP LP

RIASEC RegisteredEst. 2023
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$1.9B
Accounts
3
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
326550
Registered since
July 21, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Linonia Partnership LP is a limited partnership that operates as a hedge fund manager and adviser to pooled investment vehicles. The firm is SEC-registered (2023) and serves an institutional client base, charging a combination of asset-based and performance fees consistent with hedge fund economics. Its advisory activities include portfolio management for pooled vehicles, and the firm also functions as a sponsor/GP and as an adviser in other pooled-vehicle capacities. The firm does not present itself as an active ESG investor, and it is not described as a multi-state or pension consultant adviser. FINTRX classifies Linonia as neither a capital allocator nor a related-adviser structure, indicating its primary focus is running its own investment vehicles rather than acting chiefly as an allocator to third-party managers.

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

1 of 1
  • MICHAEL KLARMAN

    Chief Financial OfficerCRD 5078353

Contacts

2 of 2
  • MARGOT HILL KIRBY

    Managing DirectorCRD 4821163

  • PHILIP UHDE

    Managing PartnerCRD 6268896

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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
414 W 14th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth