SCIENCE & TECHNOLOGY PARTNERS, L.P.

RIASEC RegisteredEst. 2024
Total AUM
$425M
Discretionary
$425M
100% of AUM
Avg account
$142M
Accounts
3
Employees
9
Advisory reps
3

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
331267
Registered since
May 21, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Science & Technology Partners, L.P. is structured as a limited partnership and operates as a hedge fund manager focused on pooled investment vehicles. The firm is SEC-registered (2024) and serves an institutional client base. It performs portfolio management for pooled vehicles and also functions as sponsor/GP/managing member of those vehicles. Ownership is listed as a mix of a domestic entity and an individual. Compensation follows a standard hedge fund model—percentage-of-AUM management fees plus performance-based fees. Science & Technology Partners does not identify as an active ESG investor and is not reported as a multi-state adviser.

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

Owners & executives

2 of 2
  • BRIAN FORBIS

    CFO & CCOCRD 7901593

  • ERIKA KLAUER

    CIO, FounderCRD 2368830

Contacts

1 of 1
  • Leslie Perkins

    Managing DirectorCRD 1581160

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
660 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth