MANNA TREE PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$816M
Discretionary
$816M
100% of AUM
Avg account
$68M
Accounts
12
Employees
20
Advisory reps
3

Firm details

Headquarters
DENVER, Colorado
CRD number
299654
Registered since
July 2, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

1 of 1
  • Katherine Collins

    Chief Compliance OfficerCRD 8130890

Contacts

2 of 2
  • Ross Iverson

    Co-FounderCRD 7043089

  • Gabrielle Rubenstein

    Co-FounderCRD 7042335

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth