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 is an SEC-registered adviser (registered in 2020) structured as a limited liability company that focuses on institutional clients and pooled investment vehicles. The firm operates as a CPO/CTA and provides portfolio management for pooled vehicles, and it also acts in sponsor/GP and managing-member roles for those vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees, aligning compensation with fund performance. Investment activity concentrates on manager selection and pooled-vehicle management rather than direct retail advisory. The firm is classified as an unclassified adviser and is identified as a related adviser to other entities, which suggests Astatine operates within a broader sponsor/manager structure. It is not marked as an active ESG investor and does not report multi-state advisory operations.

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 4
  • Lubna Rehman

    Assistant Chief Financial OfficerCRD 7304999

  • MATTHEW HUGGETT

    Director, Deputy Chief Operating OfficerCRD 7732293

  • JOSEPH KELLEHER

    Partner, Chief Legal OfficerCRD 6028278

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Contacts

2 of 2
  • JAMES METCALFE

    Co-Managing PartnerCRD 2180277

  • 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