SYCAMORE PARTNERS

RIASEC RegisteredEst. 2016
Total AUM
$14.3B
Discretionary
$14.2B
99% of AUM
Avg account
$433M
Accounts
33
Employees
60
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
284346
Registered since
July 6, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sycamore Partners is organized as a limited partnership and operates primarily as a private equity fund manager serving institutional investors. The adviser has been SEC-registered since 2016 and reports advisory activity focused on portfolio management for pooled investment vehicles. Ownership appears to include domestic and foreign entities as well as individuals. The firm acts in sponsor and general partner capacities for the vehicles it runs and identifies itself as an active ESG investor. Its fee model combines asset-based management charges with performance-based fees.

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

2 of 2
  • JOHN WOODWORTH

    CFOCRD 6028608

  • SEAN MURPHY

    General Counsel and Chief Compliance OfficerCRD 7520736

Contacts

1 of 1
  • STEFAN KALUZNY

    Managing DirectorCRD 6028593

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
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth