Sirius Partners, L.P
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Overview
Sirius Partners, L.P operates as a financial advisory firm that has its headquarters in Chicago, Illinois. It controls $276.5 million in assets over two client accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). It has a small team, including 3 financial advisors. Sirius Partners, L.P is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets such as options, equities and bonds.
Sirius Partners, L.P administers all of the company's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell decisions for the client's account without requiring the customer's consent. Sirius Partners, L.P's average account size is $138.3 million. The typical financial advisor at Sirius Partners, L.P administers fewer than one client account, placing it among the most personalized firms in the country.
Sirius Partners, L.P's central office is located at 225 West Washington Street, Suite 1650, Chicago, Illinois 60606. The company is legally registered to serve customers in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sirius Partners, L.P by the Numbers
$276.5 million
6
2
$138.3 million
Fee Structure
Fees charged by financial advisors largely depend on the type of services offered. However, fee types billed by the company can include the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sirius Partners, L.P caters to pooled investment vehicles. Out of its two customers, Sirius Partners, L.P's biggest client is pooled investment vehicles. None of the company'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
Sirius Partners, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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