FOUNDERS EQUITY PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$309M
Discretionary
$309M
100% of AUM
Avg account
$51.6M
Accounts
6
Employees
3
Advisory reps
3

Firm details

Headquarters
JACKSON, Wyoming
CRD number
282022
Registered since
August 3, 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

Founders Equity Partners is a limited liability company that operates as a private equity and venture capital manager focused on institutional pooled vehicles. The firm is registered with the SEC (registered in 2022) and functions as an adviser, sponsor and general partner/ managing member for its funds. Its business model centers on sourcing, structuring and managing private funds rather than providing retail advisory services; clients are institutional limited partners in pooled investment vehicles. Investment activity is concentrated in private equity and venture capital strategies. The firm allocates capital primarily through its own private funds and also places capital with third‑party managers in those asset classes when appropriate. Compensation comes from a combination of percentage‑of‑AUM fees and performance‑based fees, which aligns its economics with fund-level performance. Founders Equity Partners does not position itself as an active ESG investor and does not operate as a multi‑state adviser for retail clients.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Moran

    CFO & CCOCRD 7886149

Contacts

2 of 2
  • ROBERT ACKERMAN

    MemberCRD 6453960

  • ROBERT ACKERMAN

    Managing Partner & Co-FounderCRD 1004739

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JACKSON, WY

TETON

Location

JACKSON, WY

Headquartered in JACKSON, WY, in the West of the United States.

Region
West
County
TETON
Address
160 W Deloney Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth