TENGRAM CAPITAL PARTNERS

RIASEC RegisteredEst. 2014
Total AUM
$111M
Discretionary
$111M
100% of AUM
Avg account
$55.4M
Accounts
2
Employees
7
Advisory reps
3

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
166930
Registered since
July 10, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tengram Capital Partners is organized as a limited partnership that operates as a private equity sponsor and manager of pooled investment vehicles. Registered with the SEC in 2014, the firm serves institutional clients and functions as a general partner and managing member of its funds and related pooled vehicles. Its advisory activity centers on portfolio management for those pooled investment structures rather than acting as an independent capital allocator. The firm’s ownership is listed as a mix of a domestic entity and an individual. Its fee approach combines a percentage-of-assets management fee with performance-based fees consistent with typical private equity economics. Tengram is not designated as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related 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

1 of 1
  • Kelly Mansdorf- Dentz

    CFO & CCOCRD 7250028

Contacts

2 of 2
  • WILLIAM SWEEDLER

    Co-Founder and Managing PartnerCRD 6168164

  • MATTHEW EBY

    Co-Founder & Managing PartnerCRD 4424187

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

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, 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
FAIRFIELD
Address
15 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth