Repertoire Partners Lp
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Overview
Repertoire Partners Lp is an advisory firm headquartered in New York, New York. It has $327.7 million in assets under management throughout three accounts, making it a mid-tier firm in the country by assets under management (AUM). The company has a small team, including 5 financial advisors. Repertoire Partners Lp does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as stocks, bonds and options.
Repertoire Partners Lp oversees all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without requiring client approval. The investment advisory firm's average account size is $109.2 million. The typical advisor at Repertoire Partners Lp administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The firm's headquarters is located at 31 Hudson Yards, New York, New York 10001.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Repertoire Partners Lp by the Numbers
$327.7 million
8
3
$109.2 million
Fee Structure
Financial management fees usually depend on which services the firm provides the client. However, fee types billed by the company can consist of any blend of the following fee types: asset-based or performance-based. The firm does not participate in 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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its three customers, Repertoire Partners Lp's largest client by number of accounts is pooled investment vehicles. Around 33% of the company's customers reside abroad.
- 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
Repertoire Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
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