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 a corporation operating as an institutional registered investment adviser. The firm is SEC registered (registration year 2019) and is owned by an individual. It provides portfolio management services to both private clients (individuals and families) and institutional clients, and its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 36Active vs passive
$66.2M in ETFs
68%
$45M
31%
$21.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $10.4M | 205,947 | 15.67% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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