The Operators Fund Investment Management, L.P.

RIASEC RegisteredEst. 2026
Total AUM
$303M
Discretionary
$303M
100% of AUM
Avg account
$303M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
340501
Registered since
March 25, 2026
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 Operators Fund Investment Management, L.P. is an independent, limited-partnership RIA that serves institutional clients by providing portfolio management for pooled investment vehicles. The firm acts in sponsor and general-partner capacities for those vehicles, taking active operating roles rather than functioning as a third-party capital allocator. Its compensation combines a percentage-of-AUM fee with performance-based fees. The firm is registered with the SEC (registration year listed as 2026) and identifies as an active ESG investor, incorporating environmental, social, and governance considerations into its investment work for the pooled funds it manages.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Mohamed Punjani

    Managing Partner and Chief Compliance OfficerCRD 8215744

  • Gregory Brackett

    Gregory Brackett

    Chief Financial OfficerCRD 6010294

Contacts

1 of 1
  • Alec Williams

    Managing PartnerCRD 8215747

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth