Wardroom Partners
Firm details
- Headquarters
- ,
- CRD number
- 315511
- Registered since
- September 17, 2021
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wardroom Partners is a limited liability company that operates as a private equity fund manager and is registered with the SEC (registered in 2021). The firm serves an institutional client base and combines fund sponsor/GP activity with broker-dealer functions; its reported business activities include operating as a broker-dealer and having registered representatives tied to that broker-dealer. On the advisory side, Wardroom Partners provides portfolio management for pooled investment vehicles and acts as sponsor, general partner, and managing member of those vehicles. Its stated fee model blends fixed fees with performance-based compensation.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Douglas Dubiel
Registered RepresentativeCRD 2158031
Daniel Ledva
Founding PartnerCRD 4607231
Brian Rathjen
Founding Partner & Managing DirectorCRD 2819977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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