TRANSITION EQUITY PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
324358
Registered since
November 7, 2023

Firm profile

FINTRX

Overview

Transition Equity Partners, LLC is a privately organized investment adviser formed as an LLC and registered with the SEC in 2023. The firm operates primarily as a sponsor and general partner, acting as managing member of pooled investment vehicles rather than running retail advisory accounts. Public disclosures identify the business as focused on private equity fund management—structuring and controlling closed pooled vehicles and serving as GP for those funds. The firm is not identified as an active ESG investor and is classified as an unclassified adviser in available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ryan 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth