JAMESTOWN, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$7.1B
Discretionary
$5.6B
79% of AUM
Avg account
$307M
Accounts
23
Employees
233
Advisory reps
5

Firm details

Headquarters
Atlanta, Georgia
CRD number
158207
Registered since
March 27, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.64%
  • Other0.36%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jamestown, L.P. operates as a limited partnership focused on pooled investment vehicles, with an SEC registration dating to 2012. The firm is classified primarily as a real estate fund manager and an “other” fund provider; it serves institutional clients and performs portfolio management for pooled vehicles while also acting as sponsor/GP for pooled structures. Fee arrangements are mixed and include asset-based fees, fixed fees and performance fees. Jamestown is flagged as an active ESG investor and maintains affiliations with accounting and real estate broker firms as part of its deal and fund lifecycle activities.

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

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Client base

Client personas

Asset composition

Asset composition: Other 98%, Cash & Cash Equivalents 2%98%
  • Other98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • MATT BRONFMAN

    Principal and Chief Executive OfficerCRD 5935232

  • CHRISTOPHER KOPECKY

    Principal and Chief Financial OfficerCRD 6625965

  • SANDRA BLAKE

    Chief Compliance OfficerCRD 7358511

Contacts

2 of 2
  • MICHAEL PHILLIPS

    Chairman and PresidentCRD 1879811

  • Amber Murray

    Managing Director, General CounselCRD 7719430

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
675 Ponce de Leon Ave NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth