Thorntree Capital Partners LP

RIASEC RegisteredEst. 2016
Total AUM
$955M
Discretionary
$955M
100% of AUM
Avg account
$159M
Accounts
6
Employees
8
Advisory reps
2

Firm details

Headquarters
Boston, Massachusetts
CRD number
283643
Registered since
May 31, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Assets & Accounts

Thorntree Capital Partners LP reports $955.3M in total assets and the same amount in discretionary assets, indicating fully discretionary management of its reported book. The adviser serves six clients/accounts; the average client and account size is roughly $159.2M. Fee arrangements include a percentage-of-AUM component plus performance-based fees, and the client base is institutional.

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
  • Mark Moore

    Mark Moore

    Managing Partner and Chief Investment OfficerCRD 6639100

Contacts

1 of 1
  • Philip Giampietro

    PartnerCRD 8303819

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

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
800 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth