DURABLE CAPITAL PARTNERS LP

RIASEC RegisteredEst. 2019
Total AUM
$17.6B
Discretionary
$17.6B
100% of AUM
Avg account
$3.5B
Accounts
5
Employees
49
Advisory reps
4

Firm details

Headquarters
BETHESDA, Maryland
CRD number
305221
Registered since
October 15, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Durable Capital Partners LP is structured as a limited partnership and operates as a hedge fund that primarily serves institutional clients. The adviser has been SEC-registered since 2019 and charges a mix of asset-based fees and performance-based fees. Its regulatory and operational activities include functioning as a CPO/CTA and providing portfolio management for pooled investment vehicles. The firm is also active as a sponsor/GP/managing member of pooled vehicles. Durable Capital reports it is not an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 4
  • JULIE JACK

    General Counsel and Chief Compliance OfficerCRD 6414510

  • MATTHEW MARKOVICS

    Chief Financial OfficerCRD 4204857

  • Henry Ellenbogen

    Managing Partner and Chief Investment OfficerCRD 7167004

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$255M in ETFs

Passive

100%

$255M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$255M1,027,614100.00%

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, 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
MONTGOMERY
Address
4747 Bethesda Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth