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 registered with the SEC in 2016 and operates as a fund provider with a focus on securitized assets and other pooled structures. Its client base is institutional, and the firm provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Compensation includes a percentage-of-AUM component plus performance-based and other fee arrangements. Varagon is not identified as an active ESG investor and does not report multi-state adviser status. The firm maintains multiple industry roles: it functions in capacities tied to broker-dealer activity, operates as an investment adviser separate from its primary advisory platform, has affiliations as a CPO/CTA, and serves as sponsor, general partner, or managing member of pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

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

Owners & executives

3 of 3
  • Robert Bourgeois

    Partner & Chief Financial OfficerCRD 6613074

  • WALTER OWENS

    CEOCRD 2700341

  • KATHERINE SQUIRE

    Chief Administrative OfficerCRD 6738205

Contacts

2 of 2
  • NANCY LYNCH

    Assistant SecretaryCRD 6390960

  • NADINE LE GALL

    Head of ComplianceCRD 4358239

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

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