Eight Bar Partners, LP (New Canaan)

Eight Bar Partners, LP is a large advisory firm based in New Canaan. It manages $93.14 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Connecticut and New Hampshire.

Eight Bar 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.

Eight Bar Partners: assets under management

The assets under management (AUM) of Eight Bar Partners, LP is $93.14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and $93.14 million of the total AUM is attributable to clients outside of the United States.

The firm manages $93.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.14 million each.

Eight Bar Partners has custody of $93.14 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eight Bar Partners, LP for their services and products based on 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.

What kind of clients Eight Bar Partners serves?

The only and largest group of clients of Eight Bar Partners is pooled investment vehicles with 1 clients and $93.14 million of assets under management. Among the 4 most similar advisory firms, Eight Bar Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $93.14 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Eight Bar Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $10,000 for each fund.

Careers at Eight Bar Partners, LP

The company employs 2 people that are either part- or full-time employees. 100 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
Thomas Edwin Doster	Managing partner	1 Sep 2015	75% - 100%	2179056
Holly Neiweem	Managing director, cco/cio/coo	1 Sep 2015	Other	5289623
Inc. Eight Bar Partners Hc	General partner	1 Sep 2015	Other	47-5055633
Holly Ann Neiweem	Managing director, cco/cio/coo	1 Sep 2015	Other	5289623

Based in New Canaan

The principal office where Eight Bar Partners, LP performs its advisory services is located at 335 Wahackme Road, New Canaan, CT 06840, which is also the mailing address of the firm. An additional office of the firm is in Dover, NH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-716-6850 or by fax N/A. The normal business hours are 09:00 am - 5:00 pm on Monday - Friday.