Varagon Capital Partners, L.P.

RIASEC RegisteredEst. 2016
Total AUM
$14B
Discretionary
$7.7B
55% of AUM
Avg account
$538M
Accounts
26
Employees
78
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
281851
Registered since
April 8, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles61.16%
  • Insurance Companies38.84%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Varagon Capital Partners, L.P. is a limited partnership that serves institutional clients through portfolio management for pooled investment vehicles and for businesses or institutions. The firm registered with the SEC in 2016 and operates under a fee model that includes asset-based fees and performance-based compensation. Varagon is not identified as an active ESG investor and is not a multi-state adviser. Its organizational activities extend beyond advisory work: the firm is affiliated with broker-dealer functions, acts as or is connected to sponsor/GP roles for pooled vehicles, and has associations with CPO/CTA activity.

Assets & Accounts

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: Other 98%, Cash & Cash Equivalents 2%98%
  • Other98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Robert Bourgeois

    Robert Bourgeois

    Partner & Chief Financial OfficerCRD 6613074

  • Walter Owens

    Walter Owens

    CEOCRD 2700341

  • Katherine Squire

    Katherine Squire

    Chief Administrative OfficerCRD 6738205

Contacts

2 of 2
  • Nancy Lynch

    Assistant SecretaryCRD 6390960

  • Nadine Le Gall

    Nadine Le Gall

    Head of ComplianceCRD 4358239

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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
151 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth