METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.8B
Discretionary
$1.6B
92% of AUM
Avg account
$77.8M
Accounts
23
Employees
51
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
289048
Registered since
November 26, 2018
Website
metpg.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles92.25%
  • Corporations / Businesses7.75%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Metropolitan Partners Group Management, LLC is an SEC-registered investment adviser formed in 2018 that operates as a private equity fund manager and sponsor. The firm focuses on portfolio management for pooled investment vehicles and for businesses or institutional entities, acting in sponsor/GP and managing-member roles for its vehicles. Its client base is institutional, and its fee arrangements include a percentage-of-AUM component plus performance-based fees and other fee types. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Non-Exchange Traded Equities 99%, Other 1%99%
  • Non-Exchange Traded Equities99%
  • Other1%

Owners & executives

2 of 2
  • PAUL LISIAK

    Managing Partner and Chief Investment OfficerCRD 2878506

  • JULIAN WELDON

    Chief Compliance Officer and General CounselCRD 5855557

Contacts

1 of 1
  • ADRIAN BLUMFIELD

    Investment Committee MemberCRD 4409698

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
850 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth