General Partner, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 302070
- Registered since
- May 17, 2019
- Website
- generalpartnerinc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations98.11%
- Individuals1.89%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Investment Grade Corp Bonds14%
- US Government Bonds11%
- Cash & Cash Equivalents3%
- Other2%
Contacts
1 of 1
Patrick Hegarty
PresidentCRD 7100261
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$61.8M in ETFs
77%
$47.3M
23%
$14.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP VALUE INDEX FUND (VBR) | Vanguard | Passive | Small Value | $8.7M | 35,936 | 14.12% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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