RAGA PARTNERS LP

RIASEC RegisteredEst. 2021
Total AUM
$2.2B
Discretionary
$289M
13% of AUM
Avg account
$549M
Accounts
4
Employees
12
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
316791
Registered since
November 23, 2021
Custodians
NYDIG TRUST COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI84.8%
  • Pooled Investment Vehicles13.18%
  • Charitable Organizations2.03%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Raga Partners LP is organized as a limited partnership that operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (since 2021) and combines portfolio management for individuals/small businesses and pooled investment vehicles with the selection of other advisers. Its business model includes acting as sponsor, general partner, and managing member of pooled investment vehicles. Fee arrangements reported on filings include asset-based fees, fixed fees, and performance-based compensation. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Other 47%, Non-Exchange Traded Equities 32%, Private Funds 11%, Public Funds/Mutual Funds 8%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%47%
  • Other47%
  • Non-Exchange Traded Equities32%
  • Private Funds11%
  • Public Funds/Mutual Funds8%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Matthew Senatore

    Partner, Chief Legal OfficerCRD 7666874

Contacts

2 of 2
  • NOEL SULLIVAN

    DirectorCRD 6055780

  • ATUL JOSHI

    Co-ChairmanCRD 5186464

Wealth teams

FINTRX

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
298 Elizabeth St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth