EQT PARTNERS INC.

RIASEC RegisteredEst. 2012
Total AUM
$39.2B
Discretionary
$611M
2% of AUM
Avg account
$800M
Accounts
49
Employees
192
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
160179
Registered since
February 15, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles97.93%
  • Corporations / Businesses1.56%
  • State / Municipal Government0.51%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

EQT Partners Inc. operates as a corporate adviser focused on institutional portfolio management. The firm structures mandates for a small number of large clients and favors equity-oriented allocations, with a notable tilt toward non-exchange-traded equity positions. It is active as an adviser, sponsor and general partner, which indicates the firm both allocates to third-party alternative managers and originates or manages pooled investment vehicles directly. Fee arrangements include a percentage-of-assets component and performance-based fees, aligning compensation with asset growth and fund-level performance. EQT Partners Inc. is not an active ESG investor according to its disclosures and is registered with the SEC since 2012. Its owner profile lists both a foreign entity and individual ownership, and its client focus is institutional rather than retail.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 74%, Other 23%, Cash & Cash Equivalents 3%74%
  • Non-Exchange Traded Equities74%
  • Other23%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Barry Breen

    Chief Compliance OfficerCRD 6697996

Contacts

3 of 4
  • ALEXANDER DARDEN

    PresidentCRD 6825997

  • SOFIA HASNI

    DirectorCRD 5220305

  • Josefin Wirkkala

    Managing DirectorCRD 7245015

Unlock 1 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
245 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth