SITUATIONAL AWARENESS LP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 333011
- Registered since
- February 24, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Situational Awareness LP is a limited partnership registered with the SEC in 2025 that operates as a hedge fund and serves institutional clients. The firm performs portfolio management for pooled investment vehicles and functions in CPO/CTA capacities; it also appears as sponsor, GP or managing member of pooled vehicles. Its compensation mixes a percentage-of-assets fee with performance-based fees, consistent with an active, incentive-aligned hedge fund model. The firm is not identified as an active ESG investor and is organized under domestic ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Leopold Aschenbrenner
CIOCRD 8005792
NICHOLAS GROSS-WHITAKER
Chief Operating OfficerCRD 7990236
PATRICK DEGRACA
Head of Operations/CFOCRD 1900682
Contacts
2 of 2CHRISTOPHER ZELLNER
CCOCRD 2487762
Carl Shulman
CRD 8005790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$20.7M in ETFs
100%
$20.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $20.7M | 53,900 | 100.00% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 77 Federal St
- Time zone
- PT (UTC-8)
- Office locations
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