Sign in Sign up for free

Traxis Partners LP (Greenwich)


Traxis Partners LP is a large advisory firm based in Greenwich. It manages $316.63 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Connecticut.

Logo

Traxis Partners provides portfolio management for businesses and institutional clients and provide investment advice to limited partnership funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Traxis Partners: assets under management

The assets under management (AUM) of Traxis Partners LP is $316.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $316.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.18 million each.
Traxis Partners has custody of $295.34 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Traxis Partners LP 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Traxis Management Spv Lp Limited partner 1 Nov 2007 75% - 100% 26-1170692
Traxis Management Holdings Gp Llc General partner 1 Nov 2007 Other 26-1170541
Barton Michael Biggs Limited partner 1 Nov 2007 25% - 50% 21328
Madhav Dhar Limited partner 1 Nov 2007 25% - 50% 1919383
Cyril Emanuelle Moulle Berteaux Limited partner 1 Nov 2007 25% - 50% 2625863
Traxis Management Spv Gp Llc General partner 1 Nov 2007 Other 26-1170676

Based in Greenwich

The principal office where Traxis Partners LP performs its advisory services is located at Building 4 Greenwich Office Park, Greenwich, CT 06831, 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 203-769-8600 or by fax 203-971-3720. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at traxispartners.com.


Registered investment advisers similar to Traxis Partners LP