AUA PRIVATE EQUITY PARTNERS, LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 170597
- Registered since
- March 18, 2014
- Website
- auaequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
AUA Private Equity Partners, LLC is an SEC-registered, owner-operated limited liability company that combines the regulatory profile of an independent RIA with the structure and activities of a private equity sponsor. Registered in 2014, the firm positions itself as a capital allocator for institutional clients and focuses advisory work on portfolio management for pooled investment vehicles. It reports charging a mix of asset-based and performance fees (plus other fee arrangements) and identifies as an active ESG investor, which indicates ESG considerations factor into its manager selection and fund oversight. The firm serves institutional investors and acts in sponsor/GP roles on pooled vehicles it manages.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4ANDREW UNANUE
Managing PartnerCRD 6239885
DAVID BENYAMINY
PartnerCRD 2933597
STEVEN FLYER
PartnerCRD 2975929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1 N Clematis St
- Time zone
- ET (UTC-5)
- Office locations
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