AUA PRIVATE EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$842M
Discretionary
$842M
100% of AUM
Avg account
$64.8M
Accounts
13
Employees
11
Advisory reps
4

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
170597
Registered since
March 18, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

Contacts

3 of 4
  • ANDREW UNANUE

    Managing PartnerCRD 6239885

  • DAVID BENYAMINY

    PartnerCRD 2933597

  • STEVEN FLYER

    PartnerCRD 2975929

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth