FELICITAS GLOBAL PARTNERS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$804M

Discretionary

$804M

100% of AUM

Avg account

$47.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 292411
Registered since: March 8, 2018
Website: www.felicitasgp.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles86.45%
Investment Companies13.55%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Felicitas Global Partners, LLC is an SEC-registered investment manager formed in 2018 and organized as an LLC. The firm positions itself as a multifaceted fund manager with activity across private equity and venture capital strategies and serves an institutional client base. Its advisory footprint includes portfolio management for investment companies and for pooled investment vehicles, and it also operates in sponsor/GP and managing-member roles for private funds. Fee arrangements include a mix of percentage-of-assets, fixed fees, and performance-based compensation. The firm is not identified as an active ESG investor, is not a multistate adviser, and does not act as a pension consultant or related adviser per the available profile.