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 organized as a limited partnership that positions itself as a hedge fund manager serving institutional clients. The firm is SEC-registered (2024) and describes ownership through domestic entities and individuals. Its advisory mandate focuses on portfolio management for pooled investment vehicles; the firm also acts as sponsor, general partner and managing member of those vehicles. Fee terms combine a percentage-of-assets component with performance-based fees. Science & Technology Partners does not identify as an active ESG investor and is not listed 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
  • Erika Klauer

    CIO, FounderCRD 2368830

  • Brian Forbis

    Brian Forbis

    CFO & CCOCRD 7901593

Contacts

1 of 1
  • Leslie Perkins

    Leslie Perkins

    Managing DirectorCRD 1581160

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

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