CERES PARTNERS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$391M
Accounts
5
Employees
21
Advisory reps
4

Firm details

Headquarters
SOUTH BEND, Indiana
CRD number
290937
Registered since
October 26, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ceres Partners, LLC is a limited liability company that registers with the SEC and operates as a fund manager focused on pooled investment vehicles. The firm’s stated activity centers on private equity and real estate strategies; it also functions as a sponsor/general partner and managing member of pooled vehicles. Its client base is institutional, and it charges both asset-based fees and performance-linked fees. Ceres Partners is not flagged as an active ESG investor and is not designated as a multi-state adviser. Regulatory and business classifications describe the firm as a multifaceted fund manager that provides portfolio management for pooled funds. Industry affiliations reported include relationships with broker-dealers, other investment advisers, commodity pool operator/commodity trading adviser (CPO/CTA) roles, and sponsor/GP activity.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • Lawrence Stickley Jr.

    Chief Financial OfficerCRD 7895810

  • BRANDON ZICK

    Chief Investment OfficerCRD 4939276

  • PERRY VIETH

    Founder & CEOCRD 1757071

Contacts

1 of 1
  • PATRICK VIETH

    Director of Legal & ComplianceCRD 7692096

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

SOUTH BEND, IN

ST JOSEPH

Location

SOUTH BEND, IN

Headquartered in SOUTH BEND, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.

Metro area
South Bend-Elkhart-Mishawaka, IN-MI
Region
Midwest
County
ST JOSEPH
Address
806 Howard St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth