VARAGON CAPITAL PARTNERS, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 281851
- Registered since
- April 8, 2016
- Website
- varagon.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles61.16%
- Insurance Companies38.84%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Varagon Capital Partners, L.P. is a limited partnership that registered with the SEC in 2016 and operates as a fund provider with a focus on securitized assets and other pooled structures. Its client base is institutional, and the firm provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Compensation includes a percentage-of-AUM component plus performance-based and other fee arrangements. Varagon is not identified as an active ESG investor and does not report multi-state adviser status. The firm maintains multiple industry roles: it functions in capacities tied to broker-dealer activity, operates as an investment adviser separate from its primary advisory platform, has affiliations as a CPO/CTA, and serves as sponsor, general partner, or managing member of pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual.
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
Asset composition
- Other98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3Robert Bourgeois
Partner & Chief Financial OfficerCRD 6613074
WALTER OWENS
CEOCRD 2700341
KATHERINE SQUIRE
Chief Administrative OfficerCRD 6738205
Contacts
2 of 2NANCY LYNCH
Assistant SecretaryCRD 6390960
NADINE LE GALL
Head of ComplianceCRD 4358239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 151 W 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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