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 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

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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
  • Patrick Eilers

    Patrick Eilers

    Founder & Managing PartnerCRD 3083932

  • Michael Allison

    Michael Allison

    PartnerCRD 5407248

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