Siena Capital Partners Gp, LLC

RIASEC RegisteredEst. 2015
Total AUM
$379M
Discretionary
$379M
100% of AUM
Avg account
$379M
Accounts
1
Employees
5
Advisory reps
5

Firm details

Headquarters
Evanston, Illinois
CRD number
162073
Registered since
June 29, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Siena Capital Partners Gp, LLC is a privately owned LLC that operates as a hedge fund and has been SEC-registered since 2015. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees. Siena does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a capital allocator or pension consultant. The firm’s activity appears to center on a single pooled vehicle (a hedge fund) that aggregates the firm’s discretionary mandate. Public-equity positions are a visible part of the strategy via 13F filings, and the firm also uses external managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

1 of 1
  • Craig Carlino

    Chief Financial OfficerCRD 4550778

Contacts

3 of 4
  • Christian Appleby

    Christian Appleby

    Portfolio ManagerCRD 6026961

  • Daniel Kanter

    Daniel Kanter

    Portfolio ManagerCRD 4608706

  • Gregory Dingens

    Gregory Dingens

    Portfolio ManagerCRD 2279672

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Evanston, IL

Cook

Location

Evanston, IL

Headquartered in Evanston, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
909 Davis St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth