AE INDUSTRIAL PARTNERS, LP

RIASEC RegisteredEst. 2015
Total AUM
$7.7B
Discretionary
$7.7B
100% of AUM
Avg account
$215M
Accounts
36
Employees
90
Advisory reps
7

Firm details

Headquarters
BOCA RATON, Florida
CRD number
173020
Registered since
April 21, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AE Industrial Partners, LP is organized as a limited partnership focused on private equity investing for institutional clients. The firm provides portfolio management for pooled investment vehicles and acts in sponsor and general partner roles for its funds; it also has registrations consistent with operating as a CPO/CTA where applicable. Fee arrangements combine asset-based charges with performance-linked compensation. The adviser was first SEC-registered in 2015, reports being an active ESG investor, and indicates ownership involving a mix of entities and individuals rather than a single corporate owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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

2 of 2
  • MICHAEL GREENE

    Managing Partner & Co-CEOCRD 1963676

  • MELISSA KLAFTER

    Partner & Chief Financial OfficerCRD 4840755

Contacts

3 of 5
  • JON NEMO

    Managing PartnerCRD 2502395

  • CHARLES COMPTON

    Managing PartnerCRD 7853626

  • KONERT KIRK

    Managing PartnerCRD 7853627

Unlock 2 more contacts

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

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
6700 Broken Sound Pkwy NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth