JAMESTOWN, L.P.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 158207
- Registered since
- March 27, 2012
- Website
- www.jamestownlp.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3MATT BRONFMAN
Principal and Chief Executive OfficerCRD 5935232
CHRISTOPHER KOPECKY
Principal and Chief Financial OfficerCRD 6625965
SANDRA BLAKE
Chief Compliance OfficerCRD 7358511
Contacts
2 of 2MICHAEL PHILLIPS
Chairman and PresidentCRD 1879811
Amber Murray
Managing Director, General CounselCRD 7719430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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