DARBY OVERSEAS PARTNERS, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$154M
Discretionary
$23.3M
15% of AUM
Avg account
$30.9M
Accounts
5
Employees
2
Advisory reps
2

Firm details

Headquarters
Washington, District of Columbia
CRD number
160799
Registered since
March 12, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Darby Overseas Partners, L.P. is a limited partnership that manages pooled investment vehicles for institutional clients. The firm acts as both manager and sponsor/GP on some vehicles and charges a mix of asset-based fees plus performance-based fees, a structure common for private equity-style funds. Its advisory activity is focused on portfolio management for those pooled vehicles rather than retail financial planning or direct wealth management. The firm’s allocation profile is tilted toward private-market and resource-oriented strategies. It deploys capital into private equity and private credit and maintains exposure to commodities and oil & gas. Darby Overseas Partners, L.P. does not position itself as an active ESG investor. Its organizational footprint includes roles across the industry (broker-dealer relationships, commodity pool/CTA activity, trust company and insurance company affiliations) that support a wide set of fund structures and sponsor responsibilities.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • KENNETH WHITE

    Chief Compliance OfficerCRD 4275335

Contacts

1 of 1
  • BRYAN MARTOKEN

    Senior Managing DirectorCRD 4669169

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

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Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1133 Connecticut Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth