Wishbone Management, LP

RIASEC RegisteredEst. 2016
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$280M
Accounts
4
Employees
22
Advisory reps
5

Firm details

Headquarters
Chicago, Illinois
CRD number
283479
Registered since
May 18, 2016
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wishbone Management, LP is a privately organized hedge fund operating as a limited partnership and registered with the SEC since 2016. The firm serves institutional clients and manages pooled investment vehicles on a fee structure that includes performance-based compensation. Its reported business activities identify it as a CPO/CTA and as a sponsor, general partner or managing member of pooled vehicles, which indicates the firm runs one or more funds and can act in commodity pool or commodity trading adviser capacities. Wishbone does not present itself as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

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

Owners & executives

3 of 3
  • Jennifer Rusk

    Jennifer Rusk

    Chief Operating OfficerCRD 5265976

  • Yau Dun Lee-cotoia

    Yau Dun Lee-cotoia

    Chief Compliance OfficerCRD 6532968

  • Patrick Dennis

    Patrick Dennis

    Chief Financial OfficerCRD 6583737

Contacts

2 of 2
  • John Harris

    John Harris

    Managing PartnerCRD 3271614

  • Michael Benwitt

    Michael Benwitt

    General CounselCRD 6046442

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
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth