Climate Finance Partners LLC

RIASEC RegisteredEst. 2020
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
4

Firm details

Headquarters
Wilmington, Delaware
CRD number
306077
Registered since
June 11, 2020
Fee structure
Other
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Climate Finance Partners LLC is an SEC-registered institutional RIA formed in 2020 and organized as a limited liability company. The firm serves an institutional client base and identifies its advisory activity as portfolio management for investment companies, which implies a focus on managing pooled investment vehicles or acting as a sub-adviser. Ownership is reported as a mix of a domestic entity and an individual. The firm does not describe itself as a capital allocator, is not designated an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant. Its published fee structure is listed as "Other," indicating a non-standard or bespoke pricing arrangement.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Oktay Kurbanov

    Oktay Kurbanov

    PartnerCRD 4381618

  • David Thorne

    MemberCRD 4361184

  • Eron Bloomgarden

    Eron Bloomgarden

    Founding PartnerCRD 7187450

Unlock 1 more contacts

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

FINTRX

Location

Primary office

Wilmington, DE

New Castle

Location

Wilmington, DE

Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
New Castle
Address
1000 N West St
Time zone
ET (UTC-5)
Office locations

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