TRANSITION EQUITY PARTNERS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 324358
- Registered since
- November 7, 2023
Firm profile
FINTRXOverview
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
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 2PATRICK 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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