Fireman Capital Partners LLC (Waltham)

Name: Fireman Capital Partners LLC
Address: Watermill Center, Waltham, MA, 02453
Telephone: 617-671-0555

Fireman Capital Partners LLC is a large advisory firm based in Waltham. It manages $234.15 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

Fireman Capital 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.

Fireman Capital Partners: assets under management

The assets under management (AUM) of Fireman Capital Partners LLC is $234.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 274% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $234.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fireman Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Fireman Capital Partners serves?

The only and largest group of clients of Fireman Capital Partners is pooled investment vehicles with 21 clients and $234.15 million of assets under management. Among the 11 most similar advisory firms, Fireman Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $234.15 million for 21 clients. None of the firm’s clients are foreign persons or businesses.

Fireman Capital Partners also advises several private funds. Namely, twenty one private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at Fireman Capital Partners LLC

The company employs 12 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’s a single person 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.

Russell Edward Kazorek joined the executive team most recently as the Vice President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Max Fireman	Chief executive officer	1 Nov 2008	Other	5736779
Lawrence Jamison Hudson	Managing director and chief compliance officer	1 Nov 2008	Other	5736787
Df Capital Llc	Shareholder	1 Nov 2008	75% - 100%	80-0472974
Paul Barry Fireman	Chairman, investment committee	1 Nov 2008	Other	2003394
Stephen Liam Patrick	Investment committee	1 Jun 2009	Other	4555643
Marla Ann Sabo	Investment committee	1 Sep 2009	Other	6055197
Russell Edward Kazorek	Vice president and chief compliance officer	1 Aug 2015	Other	6549214

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Max Fireman	Owner	1 Jan 2008	75% - 100%	5736779

Based in Waltham

The principal office where Fireman Capital Partners LLC performs its advisory services is located at Watermill Center, Waltham, MA 02453, 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 617-671-0555 or by fax 617-236-8111. The normal business hours are 8:30am - 5:00pm est on Monday - Friday. You can find more information about the New York firm at firemancapital.com.