JLL PARTNERS FCH, INC.

RIASEC RegisteredEst. 2016
Total AUM
$132M
Discretionary
$132M
100% of AUM
Avg account
$132M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
285184
Registered since
November 4, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JLL Partners Fch, Inc. operates as a private equity sponsor and adviser focused on pooled investment vehicles for institutional clients. Registered with the SEC in 2016, the firm serves as an adviser and managing member or general partner of at least one private equity vehicle, providing portfolio management for that pooled vehicle rather than individual retail advisory services. Its business model combines a percentage-of-AUM fee schedule with performance-based fees, consistent with carried-interest-style economics common to private equity funds. The firm is classified as a private equity fund adviser with owner type listed as individual. It does not position itself as a capital allocator to separate outside mandates, and it is not identified as an active ESG investor or a multi-state adviser in its regulatory summary. Industry affiliations indicate JLL Partners Fch, Inc. acts as both adviser and sponsor/GP for its pooled vehicle(s).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • PAUL LEVY

    Chief Executive OfficerCRD 1132283

  • DAREN SCHNEIDER

    CCO & CFOCRD 4819630

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth