DENALI GROWTH PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$831M
Discretionary
$831M
100% of AUM
Avg account
$119M
Accounts
7
Employees
11
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
312887
Registered since
March 15, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Denali Growth Partners is a limited liability company that operates as a private equity fund manager serving institutional investors. The firm registered with the SEC in 2021 and is owned by an individual. Its primary advisory activity is portfolio management for pooled investment vehicles, and it functions in roles that include sponsor and general partner/managing member of those vehicles. Fees are structured as a percentage of assets under management with performance-based components. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • William Stuart

    Chief Operating Officer / Operating PartnerCRD 7652013

Contacts

1 of 1
  • JESSE LANE

    Founder and Managing DirectorCRD 4842765

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
545 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth