Conduit Capital Partners, LLC (New York)

Name: Conduit Capital Partners, LLC
Address: 641 Lexington Avenue, 13 Th Floor, New York, NY, 10022
Telephone: 212-485-8900

Conduit Capital Partners, LLC is a large advisory firm based in New York. It manages $266.84 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

Conduit 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.

Conduit Capital Partners: assets under management

The assets under management (AUM) of Conduit Capital Partners, LLC is $266.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $266.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.71 million each.

Conduit Capital Partners has custody of $187.48 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conduit Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Conduit Capital Partners, LLC

John Scott Swensen has been acting as President since 1 Mar 2003. Liliana Rauch joined the executive team most recently as the Chief Compliance Officer And Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Scott Swensen	Chairman	1 Mar 2003	50% - 75%	2446050
George Osorio	Managing partner	1 Mar 2003	25% - 50%	2559498
Eduardo Goya	Chief compliance officer and chief financial officer	1 Aug 2011	Other	6028806
Marc D. Frishman	Managing partner	1 Sep 2011	Other	4462748
Liliana Rauch	Chief compliance officer and partner	1 Dec 2012	Other	6144397

Based in New York

The principal office where Conduit Capital Partners, LLC performs its advisory services is located at 641 Lexington Avenue, 13 Th Floor, New York, NY 10022, 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 212-485-8900 or by fax 212-6346311. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at conduitcap.com.