SANJAC ALPHA LP

RIASEC RegisteredEst. 2024
Total AUM
$5.3M
Discretionary
$5.3M
100% of AUM
Avg account
$2.6M
Accounts
2
Employees
6
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
329302
Registered since
January 2, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Sanjac Alpha LP is a limited partnership registered with the SEC in 2024 that provides portfolio management services to investment companies and serves institutional clients. The firm operates on a percentage-of-assets fee model and identifies itself as neither an active ESG investor nor a multi-state adviser. Filings classify the adviser as a domestic entity with individual ownership and note an industry affiliation as a CPO/CTA, which indicates the firm is structured to operate or advise pooled vehicles that may trade commodity and futures contracts. Investment preferences appear centered on managing pooled investment vehicles rather than retail advisory relationships. With a small client base and all assets designated discretionary, Sanjac Alpha LP is positioned to run concentrated, manager-driven strategies for institutional counterparties or investment-company wrappers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ALLISON DUENSING

    Chief Compliance OfficerCRD 5771541

  • LEON WELLS

    Partner, CIOCRD 2969510

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
3033 W Alabama St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth