Fintan Partners LLC (Redwood City)
Fintan Partners LLC is a large advisory firm based in Redwood City. It manages $94.13 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Fintan Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Fintan Partners: assets under management
The assets under management (AUM) of Fintan Partners LLC is $94.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -61% since the beginning of its operation, and $630.42 thousand of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Fintan Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Fintan Partners serves?
The only and largest group of clients of Fintan Partners is pooled investment vehicles with 3 clients and $94.13 million of assets under management. Among the 5 most similar advisory firms, Fintan Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $94.13 million for 3 clients. 22% of the firm’s clients are foreign persons or businesses.
Fintan Partners also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
Careers at Fintan Partners LLC
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 11 indirect owners.Based in Redwood City
The principal office where Fintan Partners LLC performs its advisory services is located at 303 Twin Dolphin Drive, Redwood City, CA 94065, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-687-3400 or by fax 650-618-0313. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at fintanpartners.com.
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