FALFURRIAS MANAGEMENT PARTNERS LP

RIASEC RegisteredEst. 2015
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$530M
Accounts
7
Employees
55
Advisory reps
3

Firm details

Headquarters
Charlotte, North Carolina
CRD number
163076
Registered since
July 13, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Falfurrias Management Partners LP operates as a private equity adviser and sponsor focused on pooled investment vehicles for institutional investors. The firm serves as an adviser and general partner/managing member to private equity funds, managing concentrated capital through a small number of institutional relationships. Its business model pairs portfolio management for pooled vehicles with fund sponsorship responsibilities, which means the firm both sources and oversees private equity investments and runs the governance and operational functions typical of a GP. Fee arrangements combine a percentage-of-assets component with performance-based fees, consistent with traditional private equity economics. The firm is not positioned as an ESG-active investor and does not report multi-state adviser status. Its client base is institutional and allocation decisions are centered on private equity and private placement opportunities rather than liquid public-market strategies.

Assets & Accounts

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

Contacts

3 of 3
  • WILLIAM MCMAHAN

    Managing PartnerCRD 2928080

  • Robert Heidel

    Director of FinanceCRD 7530876

  • KELSEY WILCOX

    Portfolio Analytics ManagerCRD 5777847

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

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
100 N Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth