Manifold Partners LLC is an investment adviser to an investment company based in San Francisco. It manages $196.55 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.
Manifold Partners provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Manifold Partners LLC is $196.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 613% 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 Manifold 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 firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Manifold Partners is investment companies with 2 clients and $161.08 million of assets under management. Among the 10 most similar advisory firms, Manifold Partners has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $196.55 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Manifold 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 16 people that are either part- or full-time employees. 56 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Austin Creighton joined the executive team most recently as the Research Team Head.
The principal office where Manifold Partners LLC performs its advisory services is located at 2 Embarcadero Center, San Francisco, CA 94111, 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 415-339-2488. The normal business hours are 8:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at manifoldpartners.com.