JLL PARTNERS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$7.4B
Discretionary
$7.4B
100% of AUM
Avg account
$176M
Accounts
42
Employees
36
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
285186
Registered since
November 4, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JLL Partners, LLC is organized as a private equity firm that advises pooled investment vehicles and serves an institutional client base. The adviser is SEC-registered (since 2016) and structured as a limited liability company under individual ownership. Its business model centers on private equity investing and related sponsor activities; the firm also functions as a general partner and managing member of pooled vehicles it manages. Fee arrangements include a percentage of assets under management, performance-based fees, and other fee elements. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DAREN SCHNEIDER

    CCO & CFOCRD 4819630

  • PAUL LEVY

    Chief Executive OfficerCRD 1132283

Contacts

3 of 3
  • KEVIN HAMMOND

    Managing PartnerCRD 6723535

  • DANIEL AGROSKIN

    Managing PartnerCRD 3265938

  • FRANCISCO RODRIGUEZ

    Managing DirectorCRD 2404824

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth