CALIGAN PARTNERS

RIASEC RegisteredEst. 2018
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$162M
Accounts
8
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
289887
Registered since
August 10, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Caligan Partners is a limited partnership that operates as a hedge fund manager and pooled-vehicle sponsor. The adviser registered with the SEC in 2018 and serves primarily institutional clients. Its advisory work includes discretionary portfolio management for both individual/small-business accounts and for pooled investment vehicles. Compensation combines a percentage-of-AUM fee with performance-based fees. The firm identifies itself as the sponsor, general partner, and managing member of the funds it runs and does not market itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

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

2 of 2
  • TIFFANY GIBBS

    Partner, Chief Financial Officer, Chief Compliance OfficerCRD 7138771

  • ROBERT LAMAN

    Partner and COOCRD 5392230

Contacts

1 of 1
  • DAVID JOHNSON

    Managing PartnerCRD 4675467

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
780 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth