WISHBONE MANAGEMENT, LP

RIASEC RegisteredEst. 2016
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$280M
Accounts
4
Employees
22
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
283479
Registered since
May 18, 2016
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wishbone Management, LP is a private, SEC-registered limited partnership that operates as a hedge fund manager and pooled-vehicle sponsor. The firm is structured to serve institutional clients and charges performance-based fees. Its regulatory and operational posture emphasizes commodity pool operator/commodity trading advisor activities and portfolio management for pooled investment vehicles rather than separate-account advisory. Wishbone does not market itself as an ESG investor and is not registered as a multi-state adviser or pension consultant.

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

3 of 4
  • JENNIFER Rusk

    Chief Operating OfficerCRD 5265976

  • YAU DUN LEE-COTOIA

    Chief Compliance OfficerCRD 6532968

  • MICHAEL BENWITT

    Managing Director, Chief Operating OfficerCRD 6046442

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Contacts

1 of 1
  • JOHN HARRIS

    Managing PartnerCRD 3271614

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

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
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth