Transition Equity Partners, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 324358
- Registered since
- July 22, 2026
- Website
- www.transitionequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Transition Equity Partners, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is SEC-registered in 2026 and is owned by an individual. Its stated client focus is institutional investors and it employs fee arrangements that include a percentage-of-AUM component, performance-based fees, and other fee constructs. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. It is not listed as a capital allocator; instead, its activities include acting as sponsor, general partner, and managing member of pooled investment vehicles.
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
Michael Allison
PartnerCRD 5407248
Patrick Eilers
Founder & Managing PartnerCRD 3083932
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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