ALDRICH CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$79.8M
Accounts
14
Employees
52
Advisory reps
2

Firm details

Headquarters
MCLEAN, Virginia
CRD number
283127
Registered since
October 2, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aldrich Capital Partners LLC is organized as an LLC and operates as a private equity fund manager serving institutional clients. The firm is registered with the SEC (registered in 2017), is owned by an individual, and focuses on managing pooled investment vehicles where it often acts as sponsor, general partner and managing member. Its advisory activity centers on portfolio management for those pooled vehicles rather than acting as a traditional multi-manager allocator. The firm charges a combination of asset-based fees and performance-linked fees and reports being an active ESG investor, indicating ESG considerations are integrated into its investment or governance processes. Aldrich is not registered as a multi-state adviser and does not identify itself as a capital allocator.

Assets & Accounts

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

Contacts

2 of 2
  • MIRZA BAIG

    Managing PartnerCRD 6631573

  • RAHEEL ZIA

    Co-Founder & PartnerCRD 4995596

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

MCLEAN, VA

FAIRFAX

Location

MCLEAN, VA

Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
8300 Greensboro Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth