CERES PARTNERS, LLC
Firm details
- Headquarters
- SOUTH BEND, Indiana
- CRD number
- 290937
- Registered since
- October 26, 2018
- Website
- www.cerespartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Lawrence Stickley Jr.
Chief Financial OfficerCRD 7895810
BRANDON ZICK
Chief Investment OfficerCRD 4939276
PERRY VIETH
Founder & CEOCRD 1757071
Contacts
1 of 1PATRICK VIETH
Director of Legal & ComplianceCRD 7692096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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