Auldbrass Partners, LP

RIASEC RegisteredEst. 2022
Total AUM
$413M
Discretionary
$413M
100% of AUM
Avg account
$82.6M
Accounts
5
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
161360
Registered since
March 18, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Auldbrass Partners, LP is a limited partnership that operates as a private equity fund manager and advisor to pooled investment vehicles. It focuses on managing private equity vehicles for institutional clients and serves in sponsor/GP and managing-member capacities for its funds. The firm is SEC-registered (2022), organized as a domestic entity with individual ownership elements, and charges a mix of asset-based and performance-linked fees. Auldbrass does not present itself as an active ESG investor and is not listed as a multi-state adviser, pension consultant, or related adviser in the available records.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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 3
  • Howard Sanders

    Howard Sanders

    Founder & Managing DirectorCRD 2665124

  • Karen Sanders

    Limited PartnerCRD 6030631

  • Christopher Salley

    Christopher Salley

    Managing DirectorCRD 6473730

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth