MANNA TREE PARTNERS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 299654
- Registered since
- July 2, 2021
- Website
- www.mannatreepartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Manna Tree Partners, LLC is a private equity manager that serves institutional investors through pooled investment vehicles. Registered with the SEC in 2021 as a limited liability company, the firm acts as sponsor, general partner and managing member for its funds and focuses on managing private equity portfolios rather than direct wealth management for retail clients. Its stated advisory activity is portfolio management for pooled investment vehicles, and it reports being an active ESG investor, which suggests ESG factors are incorporated into sourcing, due diligence and ongoing portfolio monitoring. Fee arrangements combine a percentage of AUM with performance-based fees, aligning manager compensation with fund performance.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Katherine Collins
Chief Compliance OfficerCRD 8130890
Contacts
2 of 2Ross Iverson
Co-FounderCRD 7043089
Gabrielle Rubenstein
Co-FounderCRD 7042335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1801 Wewatta St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
FORUM CAPITAL ADVISORS LLC
RIADENVER, CO
LAPIS ADVISERS, LP
RIADENVER, CO
PRINCETON FUND ADVISORS, LLC
RIADENVER, CO
TILLMAN HARTLEY LLC
RIADENVER, CO
ALPHA CAPITAL MANAGEMENT GROUP LLC
RIADENVER, CO
CLEAR CREEK ADVISORS
RIADENVER, CO