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General Partner, Inc.

● SEC registered since 2019CRD 302070SEC# 801-115312
Export (members)
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
NameTitleOwnershipSince
Patrick Timothy Hegarty ControlPresdient And Chief Compliance OfficerOver 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

Phone412-302-8641
Office hours9:00 To 5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK1800508
Discloses disciplinary historyNo

Regulatory AUM

$318.4M▲ 10%
Jan '25 — $288.4MFeb '25 — $288.4MMar '25 — $288.4MApr '25 — $288.4MMay '25 — $288.4MJun '25 — $288.4MJul '25 — $288.4MAug '25 — $288.4MSep '25 — $288.4MOct '25 — $288.4MNov '25 — $288.4MDec '25 — $288.4MJan '26 — $318.4MFeb '26 — $318.4MMar '26 — $318.4MApr '26 — $318.4MMay '26 — $318.4MJun '26 — $318.4MJul '26 — $318.4MAug '26 — $318.4MSep '26 — $318.4MOct '26 — $318.4M
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