Sirius Partners, L.P. (Chicago)

Sirius Partners, L.P. is a large advisory firm based in Chicago. It manages $233.8 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.

Sirius Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sirius Partners: assets under management

The assets under management (AUM) of Sirius Partners, L.P. is $233.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $233.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.9 million each.

Sirius Partners has custody of $233.8 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sirius Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sirius Partners serves?

The only and largest group of clients of Sirius Partners is pooled investment vehicles with 2 clients and $233.8 million of assets under management. Among the 9 most similar advisory firms, Sirius Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $233.8 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Sirius Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Sirius Partners, L.P.

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bradford Lewis Beatty has served as the Chief Investment Officer since 1 Dec 2012. Rhonda Louise Keysor joined the executive team most recently as the Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sirius Corporation	General partner	1 Jan 1994	25% - 50%	36-3167859
Peter Born Foreman	Portfolio manager	1 Jan 1994	Other	211190
Virginia O. Foreman And Jeffrey J. Foreman Gst Grandfathered Trust Under Article V Peter B. Foreman	Limited partner	1 Dec 2011	25% - 50%	45-6652221
Virginia O. Foreman And Christopher E. Foreman Gst Grandfathered Trust Under Article Vi Peter B. Foreman	Limited partner	1 Dec 2011	25% - 50%	45-6652261
Lisa Ann Liebman	Chief compliance officer	1 Jan 2012	Other	6027497
Bradford Lewis Beatty	Chief investment officer	1 Dec 2012	Other	6177861
Bradford Beatty	Portfolio manager	1 Dec 2012	Other	6177861

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Peter B. Foreman Revocable Trust	Shareholder	1 Jan 1983	25% - 50%	xxx-xx-xxxx
Peter Born Foreman	Shareholder	1 Jan 1983	75% - 100%	211190
Peter Born Foreman	Trustee	1 Jan 2012	Other	211190
Bradford Lewis Beatty	President	1 Jan 2012	Other	6177861
Michael Jay Sacks	Trustee	1 Jan 2012	Other	2077424
Bradford Beatty	President	1 Jan 2012	Other	6177861
The Peter B. Foreman 2012 Family Trust	Shareholder	1 Dec 2012	75% - 100%	46-6597936
Virginia Lee Foreman	Trustee	1 Dec 2012	Other	6177864
Virginia O Foreman	Trustee	1 Dec 2012	Other	6177864
Michael Jay Sacks	Trustee	1 Dec 2012	Other	2077424
Michael Jay Jawor	Trustee	1 Jul 2013	Other	5388108
Michael J. Jawor	Trustee	1 Jul 2013	Other	5388108
Rhonda Louise Keysor	Trustee	1 Aug 2017	Other	822633

Based in Chicago

The principal office where Sirius Partners, L.P. performs its advisory services is located at 225 West Washington Street, Suite 1650, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-443-5240 or by fax 312-368-9015. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.