HENG REN PARTNERS

RIASEC Registered
Total AUM
$10.7M
Discretionary
$10.7M
100% of AUM
Avg account
$5.4M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
296062
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Heng Ren Partners is organized as a limited liability company that operates as a hedge-fund manager serving institutional investors. The firm advises pooled investment vehicles and also conducts sales of other financial products. Its compensation mix includes asset-based fees, fixed fees and performance-linked fees, indicating a typical hedge-fund manager alignment between asset charges and incentive compensation. The adviser is owned by individuals and is not identified as a multi-state or newly formed adviser; it does not position itself as an active ESG investor and does not act as a pension consultant.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • PETER HALESWORTH

    FounderCRD 2954595

  • MICHAEL MERCAUTO

    Assistant Portfolio ManagerCRD 4493529

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Boston Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth