General Partner, Inc.

RIASEC RegisteredEst. 2019
Total AUM
$318M
Discretionary
$318M
100% of AUM
Avg account
$79.6M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
302070
Registered since
May 17, 2019
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Charitable Organizations98.11%
  • Individuals1.89%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

General Partner, Inc. is an SEC-registered corporate RIA (registered since 2019) that serves both individual & family clients and institutional investors. The firm offers portfolio management services for businesses and institutions and charges a mix of percentage-of-AUM and fixed fees. Its registration and classification indicate an institutional adviser model rather than a capital-allocating or pension-consulting business. General Partner, Inc. does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Investment Grade Corp Bonds 14%, US Government Bonds 11%, Cash & Cash Equivalents 3%, Other 2%70%
  • Exchange Traded Equities70%
  • Investment Grade Corp Bonds14%
  • US Government Bonds11%
  • Cash & Cash Equivalents3%
  • Other2%

Contacts

1 of 1
  • Patrick Hegarty

    Patrick Hegarty

    PresidentCRD 7100261

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$61.8M in ETFs

Passive

77%

$47.3M

Active

23%

$14.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SMALL-CAP VALUE INDEX FUND (VBR)VanguardPassiveSmall Value$8.7M35,93614.12%

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth