Formentera Partners LP

RIASEC RegisteredEst. 2022
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$219M
Accounts
15
Employees
11
Advisory reps
3

Firm details

Headquarters
Austin, Texas
CRD number
311055
Registered since
September 12, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Formentera Partners LP is organized as a limited partnership and operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (2022) and provides portfolio management for pooled investment vehicles, often acting as sponsor, general partner, or managing member of those vehicles. Its compensation blends a percentage-of-assets fee with performance-based fees. Formentera does not present itself as a capital allocator to outside managers and is not flagged as an active ESG investor or a multi-state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Mark Becker

    Mark Becker

    Chief Financial OfficerCRD 7835093

Contacts

2 of 2
  • Blake London

    Blake London

    Managing PartnerCRD 4813617

  • Bryan Sheffield

    Bryan Sheffield

    Managing PartnerCRD 5230763

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

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
300 Colorado St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth