CI Capital Partners
Firm details
- Headquarters
- ,
- CRD number
- 156863
- Registered since
- March 30, 2012
- Website
- cicapllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CI Capital Partners is an SEC-registered limited liability company formed in 2012 that operates as a private equity fund manager and advisor to pooled investment vehicles. The firm’s client base is institutional and its advisory activity centers on portfolio management for pooled funds; it also serves in sponsor/GP and other vehicle roles. Fee arrangements combine a percentage-of-assets component with performance-based fees. CI Capital Partners identifies as an active ESG investor and is not structured primarily as a capital allocator to outside managers.
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
2 of 2Jordan Bernstein
Chief Compliance OfficerCRD 2916513
Patrick Farrell
Chief Financial OfficerCRD 6687012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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