Fivespan Partners, LP

RIASEC RegisteredEst. 2024
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$167M
Accounts
6
Employees
9
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
332551
Registered since
September 24, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fivespan Partners, LP is a limited partnership that operates as a hedge fund and registered investment adviser, first registering with the SEC in 2024. The firm serves an institutional client base and conducts portfolio management for pooled investment vehicles. It also functions in sponsor and general partner roles for pooled vehicles and is identified as a commodity pool operator/commodity trading advisor (CPO/CTA). Its fee model combines a percentage of assets under management with performance-based fees. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

2 of 2
  • Dylan Haggart

    Dylan Haggart

    Co-founder, Managing Partner & Chief Investment OfficerCRD 5696508

  • Carly Pollock

    Carly Pollock

    CFO & COOCRD 6629193

Contacts

1 of 1
  • Sarah Coyne

    Sarah Coyne

    Managing PartnerCRD 6078474

Wealth teams

FINTRX

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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1170 Gorgas Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth