Amberjack Capital Partners, L.P.

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$78.3M
Accounts
16
Employees
12
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
161464
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Amberjack Capital Partners, L.P. is a privately structured investment firm operating as a limited partnership and registered with the SEC since 2012. The firm functions primarily as a private equity sponsor and manager of pooled investment vehicles, serving institutional clients. Its organizational role includes acting as sponsor, general partner, and managing member of the funds it runs, and its advisory activity centers on portfolio management for those pooled vehicles. Amberjack uses a mixed fee model that can include percentage-of-AUM charges, fixed fees, and performance-based fees. It is not positioned as a broad capital allocator and does not identify as an ESG-focused investor.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Melissa Rocco

    Melissa Rocco

    CFO & CCOCRD 7393200

  • John Trampe

    Chief Compliance OfficerCRD 6981444

Contacts

2 of 2
  • William Connelly

    William Connelly

    PartnerCRD 5175733

  • Jason Turowsky

    Jason Turowsky

    Co-Managing PartnerCRD 4433472

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

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

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
3355 W Alabama St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth