Coalescence Partners Investment Management LP

RIASEC RegisteredEst. 2020
Total AUM
$428M
Discretionary
$428M
100% of AUM
Avg account
$71.4M
Accounts
6
Employees
6
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
285361
Registered since
February 28, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Coalescence Partners Investment Management LP is a limited partnership that registered with the SEC in 2020 and runs pooled investment vehicles for institutional clients. The firm operates as a multifaceted manager, combining hedge fund and private equity activity, and performs commodity pool/CTA-style functions for its funds. It serves as sponsor/GP/managing member on pooled vehicles and charges a mix of AUM-based fees plus performance fees. The firm is not characterized as an active ESG investor.

Assets & Accounts

Public Holdings

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

Owners & executives

2 of 2
  • Yiting Liu

    Chief Operating OfficerCRD 5907316

  • Yi Zheng

    Chief Compliance OfficerCRD 8223305

Contacts

2 of 2
  • Hai Gao

    Managing PartnerCRD 6312592

  • Fei Cao

    ConsultantCRD 8067627

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth