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.
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 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. 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 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.
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.
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.