General Partner, Inc.
● SEC registered since 2019CRD 302070SEC# 801-115312
Reg. AUM
$318.4M
Employees
1
Accounts
4
Location
—
About General Partner
General Partner, Inc. is an outsourced chief investment officer firm that partners with a select set of clients for long-term advisory relationships. It stresses thoughtful analysis, transparency, and tailored investment guidance.
Summary based on the firm’s website.
General Partner, Inc. assets under management
General Partner, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $318.4 million in regulatory assets under management and employs 1 people.
General Partner, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Timothy Hegarty Control | Presdient And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does General Partner, Inc. manage?
General Partner, Inc. reports $318.4 million in regulatory assets under management on its Form ADV.
How many employees does General Partner, Inc. have?
General Partner, Inc. reports 1 employees.
Does General Partner, Inc. disclose fund performance?
General Partner, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 412-302-8641 |
| Office hours | 9:00 To 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1800508 |
| Discloses disciplinary history | No |
Regulatory AUM
$318.4M▲ 10%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$318.4Mregulatory AUM
Discretionary $318.4M