TRI Locum Partners LP

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$136M
Accounts
8
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
309678
Registered since
July 16, 2020
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles64.28%
  • Sovereign Wealth Funds35.72%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TRI Locum Partners LP is a limited partnership that operates as a hedge fund focused on institutional clients. The adviser registered with the SEC in 2020 and identifies its owner type as a mix of domestic entity and individual ownership. Its business model centers on managing pooled vehicles: it acts as a CPO/CTA and serves as sponsor, general partner, or managing member for funds it controls. Advisory work is concentrated on portfolio management for those pooled investment vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm does not describe itself as an active ESG investor and, based on filings, is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 3
  • Prashanth Jayaram

    Prashanth Jayaram

    Founder and Chief Investment OfficerCRD 4560458

  • Jeffrey Miller

    Jeffrey Miller

    Chief Financial OfficerCRD 4237905

  • Christabel Syham

    Christabel Syham

    Chief Business OfficerCRD 4836416

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth