HOUSATONIC PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$132M
Accounts
13
Employees
16
Advisory reps
7

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
157618
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Housatonic Partners is a private equity manager that advises and sponsors pooled investment vehicles for institutional investors. Registered with the SEC in 2012, the firm operates as a corporation with ownership tied to a domestic entity and individuals. Its primary business activity is portfolio management for pooled investment vehicles, and it serves an institutional client base through fee arrangements that include a percentage-of-AUM component and other fee structures. The firm functions both as an adviser and as a general partner/sponsor and managing member of its funds. Housatonic Partners does not present itself as an active ESG investor. Its advisory mandate is focused on private equity strategies rather than retail wealth management or broad-based advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • JILL RAIMONDI

    Chief Financial OfficerCRD 5914403

Contacts

3 of 6
  • JOSEPH NIEHAUS

    Managing DirectorCRD 5914391

  • MICHAEL JACKSON

    PartnerCRD 816484

  • H. GROUSBECK

    MemberCRD 5949768

Unlock 3 more contacts

Wealth teams

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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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Post St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth