Transition Equity Partners, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 324358
- Registered since
- July 22, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Transition Equity Partners, LLC is an institutional RIA organized as a limited liability company and registered with the SEC in 2026. The firm serves institutional clients and operates as a sponsor/GP and managing member of pooled investment vehicles, indicating it both manages and originates private investment funds. Ownership is held by an individual, and the firm is not identified as a capital allocator. Fee arrangements include a blend of percentage-of-AUM charges, performance-based fees, and other fee structures. Transition Equity Partners is not characterized as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Ryan Voerg
Chief Financial Officer and Chief Operating OfficerCRD 7915474
Contacts
2 of 2
Patrick Eilers
Founder & Managing PartnerCRD 3083932

Michael Allison
PartnerCRD 5407248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 300 N La Salle Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Systima Capital Management
RIAChicago, IL
Serenity Investment Advisors
RIAChicago, IL
Taiko Private Wealth
RIAChicago, IL
CRG Fund Manager, LLC
RIAChicago, IL
I-Qu & Co
RIAChicago, IL
Altman Advisors
RIAChicago, IL