The Linonia Partnership LP

RIASEC RegisteredEst. 2023
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$1.9B
Accounts
3
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
326550
Registered since
July 21, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Linonia Partnership LP is a limited partnership that operates as a hedge fund adviser focused on pooled investment vehicles. Registered with the SEC in 2023, the firm provides portfolio management services for institutional investors and charges a combination of asset-based fees and performance-linked fees. It is organized as a domestic entity with individual ownership and is not characterized as a capital allocator; its stated advisory activity is portfolio management for pooled vehicles. The firm is not an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Michael Klarman

    Michael Klarman

    Chief Financial OfficerCRD 5078353

Contacts

2 of 2
  • Philip Uhde

    Philip Uhde

    Managing PartnerCRD 6268896

  • Margot Hill Kirby

    Managing DirectorCRD 4821163

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
414 W 14th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth