Transition Equity Partners, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 324358
- Registered since
- July 22, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Transition Equity Partners, LLC is a private investment manager organized as an LLC and registered with the SEC in 2026. The firm targets institutional clients and functions as sponsor, general partner and managing member of pooled investment vehicles. Its compensation framework includes percentage-of-assets fees alongside performance-based fee arrangements. The manager is not identified as an active ESG investor in the available records.
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
1 of 1Ryan Voerg
Chief Financial Officer and Chief Operating OfficerCRD 7915474
Contacts
2 of 2
Patrick Eilers
Founder & Managing PartnerCRD 3083932
Michael Allison
PartnerCRD 5407248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 300 N La Salle Dr
- Time zone
- CT (UTC-6)
- Office locations
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