TALLVINE PARTNERS MANAGEMENT LP

RIASEC RegisteredEst. 2024
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$203M
Accounts
7
Employees
16
Advisory reps
2

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
330629
Registered since
April 17, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tallvine Partners Management LP is a limited partnership that operates as a private equity fund adviser focused on institutional clients. The firm registered with the SEC in 2024 and provides portfolio management for pooled investment vehicles. It charges a combination of asset-based fees and performance-linked fees and is active as a sponsor, general partner and managing member of pooled investment vehicles rather than serving as a capital allocator to outside managers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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
  • MARC O'BRIEN

    Chief Financial OfficerCRD 7711936

  • THOMAS LEFEBVRE BILLECART

    Chief Executive OfficerCRD 5200329

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

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
Santona St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth