Transition Equity Partners, LLC

RIASEC RegisteredEst. 2026
Total AUM
$502M
Discretionary
$502M
100% of AUM
Avg account
$62.7M
Accounts
8
Employees
10
Advisory reps
3

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

FINTRX

Overview

Transition Equity Partners, LLC is organized as a limited liability company and is registered with the SEC in 2026. The firm is structured as an institutional registered investment adviser that serves institutional clients and operates as a sponsor and general partner — acting as managing member of pooled investment vehicles. Its indicated fee model combines asset-based fees with performance-based fees and other fee arrangements. The firm does not identify as an active ESG investor and is reported not to be a multi-state adviser; it also does not classify itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Ryan Voerg

    Chief Financial Officer and Chief Operating OfficerCRD 7915474

Contacts

2 of 2
  • Michael Allison

    Michael Allison

    PartnerCRD 5407248

  • Patrick Eilers

    Patrick Eilers

    Founder & Managing PartnerCRD 3083932

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
300 N La Salle Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth