Declaration Partners LP

RIASEC RegisteredEst. 2020
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$31.5M
Accounts
64
Employees
37
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
297786
Registered since
February 18, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Declaration Partners LP is a limited partnership that operates primarily as a private markets manager with activity in private equity and real estate. Registered with the SEC in 2020, the firm serves institutional clients and acts as advisor and sponsor/GP for pooled investment vehicles. Its business model combines managing its own private funds with allocating to third‑party alternative managers; fee arrangements include a percentage of assets under management plus performance-based and other fee components. Declaration Partners does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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
  • Ashleigh Brogan

    Chief Compliance OfficerCRD 7851944

  • Annie Sloyer

    Annie Sloyer

    Partner, CFOCRD 7091071

Contacts

3 of 6
  • Elliot Wagner

    Elliot Wagner

    PartnerCRD 2907571

  • Robert Jackowitz

    Robert Jackowitz

    PartnerCRD 1905427

  • Brian Frank

    Brian Frank

    Founder & Managing PartnerCRD 2649042

Unlock 3 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

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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
510 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth