Corrigo Investment Partners, LLC is a large advisory firm based in Austin. It manages $1.87 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Connecticut, New Jersey, New York, South Carolina, and Texas.
Corrigo Investment Partners provides portfolio management for pooled investment vehicles, selection of other advisers, and see schedule d. 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 Corrigo Investment Partners, LLC is $1.87 billion. The firm's AUM has grown by 10% 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 Corrigo Investment Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, 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 Corrigo Investment Partners is pooled investment vehicles with 3 clients and $467.01 million of assets under management. Among the 10 most similar advisory firms, Corrigo Investment Partners has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $467.01 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Corrigo Investment Partners also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.
The principal office where Corrigo Investment Partners, LLC performs its advisory services is located at 8911 Capital Of Texas Highway N., Austin, TX 78759, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-878-3495. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at corrigoinvestmentpartners.com/.