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.
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 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.
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.
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.
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.