COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 285361
- Registered since
- February 28, 2020
- Website
- www.cp-im.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Coalescence Partners Investment Management LP is a limited partnership that manages pooled investment vehicles for an institutional client base. Registered with the SEC in 2020, the firm operates as a hybrid manager whose activities span hedge fund and private equity strategies and who also functions as a commodity pool operator/commodity trading advisor (CPO/CTA). It serves as sponsor and general partner of its pooled vehicles and charges a mix of asset-based fees and performance-related fees. The firm does not position itself as an ESG investor and is not reported as a multi-state adviser. Its advisory work is concentrated on portfolio management for pooled funds rather than on separate-account wealth management or pension consulting.
Assets & Accounts
Public Holdings
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 2YITING LIU
Chief Operating OfficerCRD 5907316
YI ZHENG
Chief Compliance OfficerCRD 8223305
Contacts
2 of 2HAI GAO
Managing PartnerCRD 6312592
FEI CAO
ConsultantCRD 8067627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 45 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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