Avidity Partners Management LP

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$151M
Accounts
7
Employees
9
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
304628
Registered since
May 27, 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

Avidity Partners Management LP is a limited partnership that registered with the SEC in 2020 and operates as a hedge fund focused on pooled investment vehicles. The firm serves institutional clients and charges a combination of asset-based fees and performance fees. Its advisory activity centers on portfolio management for pooled funds, and it also functions in sponsor/GP and CPO/CTA roles for pooled vehicles, indicating active involvement in fund formation and governance. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jose Santiago

    Chief Compliance OfficerCRD 3275087

Contacts

1 of 1
  • Michael Gregory

    Michael Gregory

    Co-Managing Partner & Co-FounderCRD 5181737

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2828 N Harwood St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth