Ae Industrial Partners, LP (Boca Raton)

Name: Ae Industrial Partners, LP
Address: 2500 N. Military Trail, Boca Raton, FL, 33431 6353
Telephone: 561-372-7820

Ae Industrial Partners, LP is a large advisory firm based in Boca Raton. It manages $2.92 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Connecticut and Florida.

Ae Industrial 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.

Ae Industrial Partners: assets under management

The assets under management (AUM) of Ae Industrial Partners, LP is $2.92 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.92 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.54 million each.

Ae Industrial Partners has custody of $2.92 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ae Industrial 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.

What kind of clients Ae Industrial Partners serves?

The only and largest group of clients of Ae Industrial Partners is pooled investment vehicles with 10 clients and $2.92 billion of assets under management. Among the 11 most similar advisory firms, Ae Industrial Partners has the 5th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.92 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.

Ae Industrial Partners also advises several private funds. Namely, ten private equity funds. The minimum investment commitment required of non-related persons ranges from $200,000 to $10,000,000.

Careers at Ae Industrial Partners, LP

The company employs 23 people that are either part- or full-time employees. 74 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
Michael Robert Greene	Managing partner	1 Aug 2014	Other	1963676
David Henry Rowe	Managing partner	1 Aug 2014	Other	6405970
Wayne Paul Garrett	Chief compliance officer/chief operating officer	1 Aug 2014	Other	6406024
Thomas Kimball Churbuck	Managing partner	1 Aug 2014	Other	6405973
Llc Aeroequity Gp	General partner	1 Dec 2017	Other	47-3569135
L.P. Ae Industrial Holdings	Limited partner	1 Aug 2019	75% - 100%	foreign

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Robert Greene	Managing member	1 Dec 2017	50% - 75%	1963676
David Henry Rowe	Managing member	1 Dec 2017	50% - 75%	6405970
L.P. Ae Industrial W Holdings Spv	Limited partner	1 Aug 2019	75% - 100%	foreign
Lp Ae Industrial Feeder	Limited partner	1 Aug 2019	75% - 100%	foreign
Llc Aeroequity Gp	General partner	1 Aug 2019	Other	47-3569135
Michael Robert Greene	Limited partner	1 Aug 2019	50% - 75%	1963676
David Henry Rowe	Limited partner	1 Aug 2019	50% - 75%	6405970

Based in Boca Raton

The principal office where Ae Industrial Partners, LP performs its advisory services is located at 2500 N. Military Trail, Boca Raton, FL 33431 6353, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-372-7820 or by fax 561-392-6908. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at aeroequity.com/.