STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P.

RIASEC RegisteredEst. 2005
Total AUM
$80.4B
Discretionary
$80.4B
100% of AUM
Avg account
$1.1B
Accounts
75
Employees
113
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
134009
Registered since
February 23, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.82%
  • Corporations / Businesses1.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Partners Fund Solutions Advisors L.P. operates as a manager of pooled investment vehicles with a clear institutional focus and a heavy tilt toward private markets. The firm functions primarily as an adviser to private funds—most notably private equity and real estate vehicles—and provides portfolio management for pooled vehicles and for businesses or institutions. It also conducts selection of other advisers, which indicates a role in sourcing and monitoring third‑party fund managers. Investment activity centers on committed capital to alternative strategies rather than public market long‑only mandates. The firm charges both a percentage of assets under management and performance‑based fees, consistent with private fund economics and carried interest arrangements. It is identified as an active ESG investor and maintains business activities that include CPO/CTA responsibilities, which aligns with allocations to commodity and futures‑linked strategies alongside traditional alternatives. Strategic Partners has multiple industry affiliations—broker‑dealer relationships, other investment advisers, banking or thrift institutions, insurance companies, sponsor/GP roles for pooled vehicles, and accounting ties—reflecting a multi‑faceted operating model that spans fund sponsorship, adviser selection, and institutional distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Contacts

3 of 6
  • EMILY MATHEWS

    Managing DirectorCRD 5221971

  • JONATHAN JACOBY

    Managing DirectorCRD 5020472

  • VERDUN PERRY

    Sr. Managing DirectorCRD 2521357

Unlock 3 more contacts

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth