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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth