FOW PARTNERS, LP

RIASEC RegisteredEst. 2023
Total AUM
$747M
Discretionary
$747M
100% of AUM
Avg account
$149M
Accounts
5
Employees
25
Advisory reps
4

Firm details

Headquarters
PORTLAND, Maine
CRD number
329051
Registered since
December 15, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FOW Partners, LP is organized as a limited partnership that operates as a private equity fund sponsor and manager. The firm is SEC-registered (2023) and serves an institutional client base, acting as sponsor, general partner, and managing member for pooled investment vehicles. Its advisory activity is focused on portfolio management for pooled vehicles rather than retail advisory services. Fee arrangements combine a percentage-of-assets component with performance-based fees. The firm identifies as an active ESG investor and does not present itself as a broad capital allocator.

Assets & Accounts

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
  • Edward Demetriou

    Chief Compliance OfficerCRD 7833967

  • Adrienne Cerulo

    Chief Compliance OfficerCRD 8054145

Contacts

2 of 2
  • Ian Blasco

    Managing PartnerCRD 7833971

  • Warren Valdmanis

    Managing PartnerCRD 7833969

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

PORTLAND, ME

CUMBERLAND

Location

PORTLAND, ME

Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
CUMBERLAND
Address
100 Commercial St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth