Firethorn Partners, LLC

RIASEC RegisteredEst. 2017
Total AUM
$30.4M
Discretionary
$30.4M
100% of AUM
Avg account
$224K
Accounts
136
Employees
4
Advisory reps
4

Firm details

Headquarters
Vancouver, British Columbia,
CRD number
288935
Registered since
October 25, 2017
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI51.64%
  • Individuals25.12%
  • Pooled Investment Vehicles11.8%
  • Corporations / Businesses11.44%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Firethorn Partners, LLC is a small, SEC-registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm focuses on discretionary portfolio management for individuals and small businesses and also engages in selection of third-party advisers, indicating a hybrid model of direct portfolio oversight plus sub-advisory relationships. Its fee schedule includes both percentage-of-AUM fees and performance-based fees, consistent with managers that combine traditional advisory work and private fund management. Firethorn shows a clear preference for equities in managed accounts and uses a mix of separately managed account (SMA) structures and private fund vehicles to implement client strategies.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 61%, Cash & Cash Equivalents 14%, Investment Grade Corp Bonds 10%, US Government Bonds 8%, Public Funds/Mutual Funds 7%61%
  • Exchange Traded Equities61%
  • Cash & Cash Equivalents14%
  • Investment Grade Corp Bonds10%
  • US Government Bonds8%
  • Public Funds/Mutual Funds7%

Contacts

3 of 4
  • Brad Sanders

    Brad Sanders

    DirectorCRD 3232074

  • Narinder Bains

    PartnerCRD 5138748

  • Farzan Rhemtulla

    PresidentCRD 4677088

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

Vancouver, British Columbia, null

Location

Vancouver, British Columbia, null

Headquartered in Vancouver, British Columbia, null.

Address
Suite 1150
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth