ALLIED INDUSTRIAL PARTNERS

RIASEC RegisteredEst. 2023
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$148M
Accounts
9
Employees
12
Advisory reps
3

Firm details

Headquarters
BELLAIRE, Texas
CRD number
322494
Registered since
July 27, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Allied Industrial Partners operates as a private equity manager organized as a limited partnership and focused on pooled investment vehicles where it typically serves as sponsor and general partner. The firm targets institutional allocators and runs active portfolio management for its funds, combining traditional private equity control investments with an emphasis on ESG considerations across its holdings. Its compensation is driven by both asset-based management fees and performance-based carry, aligning the firm’s economics with long-term, value-oriented outcomes for investors. Investment activity centers on deploying capital through closed-end private equity funds and managing those portfolios hands-on as managing member. Allied Industrial Partners tends to structure vehicles that give it direct governance and decision rights, reflecting a preference for control or majority-influence positions and operational value creation. The firm also identifies and sources third-party private equity managers when appropriate, but the core activity is direct fund sponsorship and GP-led fund management.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Jamie Meurer

    Chief Financial OfficerCRD 7358762

Contacts

2 of 2
  • BRADFORD ROSSI

    t Co-Founder & Managing PartnerCRD 6931855

  • PHILIP WRIGHT

    Co-Founder & Managing PartnerCRD 5787036

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

BELLAIRE, TX

HARRIS

Location

BELLAIRE, TX

Headquartered in BELLAIRE, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
4909 Bissonnet St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth