The Operators Fund Investment Management, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 340501
- Registered since
- March 25, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Operators Fund Investment Management, L.P. is an independent, limited-partnership RIA that serves institutional clients by providing portfolio management for pooled investment vehicles. The firm acts in sponsor and general-partner capacities for those vehicles, taking active operating roles rather than functioning as a third-party capital allocator. Its compensation combines a percentage-of-AUM fee with performance-based fees. The firm is registered with the SEC (registration year listed as 2026) and identifies as an active ESG investor, incorporating environmental, social, and governance considerations into its investment work for the pooled funds it manages.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Mohamed Punjani
Managing Partner and Chief Compliance OfficerCRD 8215744

Gregory Brackett
Chief Financial OfficerCRD 6010294
Contacts
1 of 1Alec Williams
Managing PartnerCRD 8215747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 300 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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