INTERLOCK EQUITY LP
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 315618
- Registered since
- July 28, 2023
- Website
- interlockequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Interlock Equity LP is organized as a limited partnership and is registered with the SEC (registration year 2023). The firm is classified as a private equity fund focused on serving institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles, and it also functions as sponsor/GP/managing member of such vehicles rather than acting primarily as an external capital allocator. Compensation includes both a percentage-of-AUM component and performance-based fees. Interlock Equity LP does not identify as an active ESG investor.
Assets & Accounts
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
Contacts
3 of 3MICHAEL OREND
Managing DirectorCRD 4361938
ROBERT ZIELINSKI
Managing DirectorCRD 5902566
STEFAN JENSEN
Managing DirectorCRD 5681646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11911 San Vicente Blvd
- Time zone
- PT (UTC-8)
- Office locations
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