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HOUSATONIC PARTNERS

Tel: (415) 955-9020
One Post Street
Suite 2600
San Francisco, California  94104

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HOUSATONIC PARTNERS

HOUSATONIC PARTNERS is a San Francisco, California based financial advisory firm with nearly $1,368,450,615 in assets under management and provides investment advisory services for 13 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Other (CARRIED INTEREST ALLOCATION

Firm CRD#:

157618

SEC#:

801-74152

No. of Clients:

13

Assets under Management

$1,368,450,615

No. of Advisors:

16

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