Tengram Capital Partners L.P. (Westport)

Name: Tengram Capital Partners L.P.
Address: 15 Riverside Avenue, Westport, CT, 06880 5621
Telephone: 203-454-6999

Tengram Capital Partners L.P. is a large advisory firm based in Westport. It manages $586.94 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Connecticut and New York.

Tengram 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.

Tengram Capital Partners: assets under management

The assets under management (AUM) of Tengram Capital Partners L.P. is $586.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and $35.54 million of the total AUM is attributable to clients outside of the United States.

The firm manages $586.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.73 million each.

Tengram Capital Partners has custody of $468.37 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tengram Capital Partners L.P. 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.

What kind of clients Tengram Capital Partners serves?

The only and largest group of clients of Tengram Capital Partners is pooled investment vehicles with 4 clients and $586.94 million of assets under management. Among the 10 most similar advisory firms, Tengram Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $586.94 million for 4 clients. 20% of the firm’s clients are foreign persons or businesses.

Tengram Capital Partners also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $5,000,000.

Careers at Tengram Capital Partners L.P.

The company employs 12 people that are either part- or full-time employees. 92 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 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew David Eby	Managing partner	1 Jan 2011	Other	4424187
William Sweedler	Managing partner	1 Jan 2011	Other	6168164
Andrew Tarshis	Cco	1 Jul 2013	Other	6318961
Tcp Llc	General partner	1 Jan 2015	75% - 100%	47-3491328

Based in Westport

The principal office where Tengram Capital Partners L.P. performs its advisory services is located at 15 Riverside Avenue, Westport, CT 06880 5621, 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 203-454-6999 or by fax 203-454-6998. The normal business hours are 9:00-5:00 est on Monday - Friday. You can find more information about the New York firm at tengramcapital.com.