PECONIC PARTNERS LLC

RIASEC RegisteredEst. 1997
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$343M
Accounts
8
Employees
12
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
108857
Registered since
April 29, 1997
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles75.68%
  • HNWI23.78%
  • Other0.54%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Peconic Partners LLC is an SEC-registered investment adviser organized as an LLC and operating since 1997. It functions primarily as a hedge fund manager while also providing discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional/business clients. The firm charges asset-based fees plus performance fees and is not positioned as an active ESG investor or a multi-state adviser. Peconic’s owner structure is individual ownership and it acts in sponsor/GP/managing-member roles for pooled vehicles it runs.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 88%, Cash & Cash Equivalents 12%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents12%

Owners & executives

2 of 2
  • WILLIAM HARNISCH

    President, Chief Executive OfficerCRD 1579102

  • WOOK LEE

    CCO & COOCRD 5608970

Contacts

1 of 1
  • RICHARD ADELAAR

    Executive Vice PresidentCRD 2060363

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
599 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth