Proprium Capital Partners, L.P

CRD#165441
Investment Advisor Firm

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Overview

Proprium Capital Partners, L.P operates as a financial advisory firm located in Stamford, Connecticut. The company handles $2.2 billion in assets across five customer accounts, placing it among the biggest firms in the country by assets under management (AUM). The company has a small group of 17 employees, including 14 financial advisors. Proprium Capital Partners, L.P does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets like stocks, bonds and options.

Proprium Capital Partners, L.P administers all of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction choices for the client's account without requiring client approval. The firm's typical account size is $442.9 million. An average financial advisor at Proprium Capital Partners, L.P manages fewer than one client account, placing it among the most personalized firms in the country.

Proprium Capital Partners, L.P's main office is located at 1 Landmark Square, Stamford, Connecticut 6901. The firm is legally registered to provide services to investors throughout a number of states, including Connecticut and Georgia.

Assets Under Management

$2.2 billion

Number of Advisors

14

Disclosures

No

Office Location

1 Landmark Square
Stamford, CT 06901

Proprium Capital Partners, L.P by the Numbers

Total Assets Under Management

$2.2 billion

National Average: $3.7 billion
Total Number of Employees

17

National Average: 29
Total Number of Accounts

5

National Average: 2,073
Average Account Size

$442.9 million

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors largely vary depending on which service is provided. However, fee types charged by Proprium Capital Partners, L.P can include the following fee structures: asset-based, performance-based or other. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

It provides services to pooled investment vehicles. Out of its five accounts, Proprium Capital Partners, L.P's biggest client group is pooled investment vehicles. Around 80% of the firm's clients are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Proprium Capital Partners, L.P does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA