Taiyo Pacific Partners L.P. is a large advisory firm based in Kirkland. It manages $2.13 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Washington.
Taiyo Pacific Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Taiyo Pacific Partners L.P. is $2.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and $1.64 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Taiyo Pacific Partners L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Taiyo Pacific Partners is pooled investment vehicles with 6 clients and $1.62 billion of assets under management. Among the 12 most similar advisory firms, Taiyo Pacific Partners has the 5th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.62 billion for 6 clients. 67% of the firm’s clients are foreign persons or businesses.
Taiyo Pacific Partners also advises several private funds. Namely, six hedge funds and one private equity fund. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 34 people that are either part- or full-time employees. 56 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.
The principal office where Taiyo Pacific Partners L.P. performs its advisory services is located at 5300 Carillon Point, Kirkland, WA 98033, 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 425-896-5300 or by fax 425-739-9490. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at taiyofunds.com.