Astatine Investment Partners

RIASEC RegisteredEst. 2020
Total AUM
$1.2B
Discretionary
$730M
63% of AUM
Avg account
$192M
Accounts
6
Employees
24
Advisory reps
6

Firm details

Headquarters
Greenwich, Connecticut
CRD number
311095
Registered since
November 23, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Astatine Investment Partners LLC is an SEC-registered institutional RIA that began filing in 2020. The firm serves an institutional client base and is structured as a limited liability company owned by a mix of domestic entity and individual owners. Its business profile includes acting as a commodity pool operator or commodity trading adviser (CPO/CTA) and providing portfolio management for pooled investment vehicles. Astatine operates as a related adviser and is listed as a sponsor, general partner or managing member of pooled vehicles, indicating active involvement in launching and running private fund structures. The firm charges both a percentage-of-assets fee and performance-based fees. It is not positioned as an ESG investor and is not registered as a multi-state adviser or pension consultant.

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

Owners & executives

3 of 4
  • Andrew Bishop

    Andrew Bishop

    COOCRD 6932354

  • Joseph Kelleher

    Joseph Kelleher

    Partner, Chief Legal OfficerCRD 6028278

  • Lubna Rehman

    Lubna Rehman

    Assistant Chief Financial OfficerCRD 7304999

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Contacts

2 of 2
  • James Metcalfe

    James Metcalfe

    Co-Managing PartnerCRD 2180277

  • Christopher Reid

    Christopher Reid

    Managing DirectorCRD 5808080

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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
50 Old Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth