ASANA PARTNERS, LP

RIASEC RegisteredEst. 2016
Total AUM
$8.4B
Discretionary
$7.8B
94% of AUM
Avg account
$928M
Accounts
9
Employees
125
Advisory reps
12

Firm details

Headquarters
Charlotte, North Carolina
CRD number
284477
Registered since
July 22, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Asana Partners, LP is a limited partnership registered with the SEC in 2016 that operates primarily as a real estate fund manager serving institutional clients. The firm acts as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those vehicles rather than acting as a third-party allocator. Its compensation model combines a percentage-of-assets fee with performance-based fees. Asana identifies as an active ESG investor and is owned by a combination of domestic entities and individuals.

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

3 of 3
  • ALEX DELPLECHE

    Chief Compliance OfficerCRD 6843617

  • STEFAN NEUDORFF

    Chief Financial OfficerCRD 7715466

  • Miki Kamijyo

    General Counsel & Chief Compliance OfficerCRD 6463283

Contacts

3 of 9
  • TERRY BROWN

    Managing PartnerCRD 4335082

  • SAMUEL JUDD

    Managing PartnerCRD 3159555

  • JASON TOMPKINS

    Managing PartnerCRD 4351655

Unlock 6 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

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
2151 Hawkins St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth