TAIYO PACIFIC PARTNERS L.P.

RIASEC RegisteredEst. 2012
Total AUM
$395M
Discretionary
$395M
100% of AUM
Avg account
$56.5M
Accounts
7
Employees
14
Advisory reps
4

Firm details

Headquarters
KIRKLAND, Washington
CRD number
160930
Registered since
March 16, 2012
Custodians
STATE STREET BANK AND TRUST COMPANY, CUSTODY BANK OF JAPAN, LTD.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other63.25%
  • Pooled Investment Vehicles36.75%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Taiyo Pacific Partners L.P. is a limited partnership that manages pooled vehicles and institutional mandates with a focus on equity exposure and event-driven alternative strategies. The firm acts as an adviser and as sponsor/GP for its funds, running portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include both percentage-of-assets and performance-based compensation, reflecting a typical hedge fund/PE alignment. Investment activity centers on non‑exchange traded equity positions and private fund strategies, with notable allocations to commodities and energy-linked opportunities. The firm describes itself as an active ESG investor, which suggests integration of environmental, social and governance considerations into security selection or manager selection for its third‑party allocations. Strategy execution appears concentrated and concentrated positions are likely, given the small number of institutional clients and the high average client size.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Non-Exchange Traded Equities 95%, Cash & Cash Equivalents 4%, Exchange Traded Equities 1%95%
  • Non-Exchange Traded Equities95%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities1%

Owners & executives

3 of 4
  • CHRISTINE WATANABE

    Chief Operations Officer / Chief Compliance OfficerCRD 4410242

  • H. Huang-Chang

    Chief Financial OfficerCRD 8094018

  • BRIAN HEYWOOD

    Co-CEOCRD 6026982

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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

KIRKLAND, WA

KING

Location

KIRKLAND, WA

Headquartered in KIRKLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
5300 Carillon Pt
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth