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 an SEC-registered hedge fund adviser organized as an LLC and first registered in 2015. The firm is owned by an individual and serves primarily institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles rather than one-off discretionary separate accounts. Fee arrangements include both a percentage-of-AUM management fee and performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser roles.

Assets & Accounts

Public Holdings

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

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

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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

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

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