WASHINGTON HARBOUR PARTNERS LP

RIASEC RegisteredEst. 2020
Total AUM
$4.7B
Discretionary
$4.7B
100% of AUM
Avg account
$62.2M
Accounts
76
Employees
12
Advisory reps
2

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
309915
Registered since
December 11, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Washington Harbour Partners LP is a multi-strategy manager focused on pooled investment vehicles for institutional clients. The firm operates as a limited partnership and combines private equity and hedge fund activity with responsibilities as a sponsor, general partner and CPO/CTA. Its business model centers on running and advising private funds rather than serving retail households; fee arrangements include both a percentage of assets under management and performance-based fees tied to fund results. The firm is not an active ESG investor and does not position itself as a multi-state adviser. Washington Harbour Partners appears to allocate the bulk of its capital into alternative fund structures and direct private fund vehicles, while maintaining a smaller public equity sleeve evident in its 13F filings. Its registration and activity as a portfolio manager for pooled investment vehicles and as a CPO/CTA indicate a willingness to use derivative and managed-commodity strategies within those vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • STEPHEN GUFFEY

    Chief Financial Officer & Chief Compliance OfficerCRD 6753779

Contacts

1 of 1
  • MINA FALTAS

    FounderCRD 4279283

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
1201 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth