CCS Partners LLC

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$248M
Accounts
6
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
329876
Registered since
May 30, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CCS Partners LLC is a limited liability company that operates as a hedge fund manager and pooled-vehicle sponsor. The firm is registered with the SEC (registration year 2024) and serves an institutional client base. Its regulatory and operational roles include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles; it also serves as sponsor, general partner, and managing member of pooled funds it organizes. Compensation follows a traditional hedge fund mix of a percentage-of-AUM fee plus performance-based fees. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

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Contacts

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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

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
550 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth