Proprium Capital Partners, L.P. (Stamford)


Proprium Capital Partners, L.P. is a large advisory firm based in Stamford. It manages $1.94 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Connecticut and Georgia.

Proprium Capital Partners provides portfolio management for pooled investment vehicles and real estate fund. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Proprium Capital Partners: assets under management

The assets under management (AUM) of Proprium Capital Partners, L.P. is $1.94 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and $1.09 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.94 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $645.66 million each.
Proprium Capital Partners has custody of $884.75 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Proprium Capital Partners, L.P. 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 Proprium Capital Partners serves?

The only and largest group of clients of Proprium Capital Partners is pooled investment vehicles with 3 clients and $1.94 billion of assets under management. Among the 11 most similar advisory firms, Proprium Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.94 billion for 3 clients. 66% of the firm’s clients are foreign persons or businesses.

Proprium Capital Partners also advises several private funds. Namely, one hedge fund and one real estate fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Proprium Capital Partners, L.P.

The company employs 18 people that are either part- or full-time employees. 94 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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
John Timothy Morris Partner 1 Aug 2012 25% - 50% 1878841
Adriaan Jan Willem De Geus Partner 1 Aug 2012 25% - 50% 6131412
Jonathan Osee Harper Principal & chief operating officer 1 Oct 2012 Other 5357604
John William Curran Principal & chief financial officer 1 Oct 2012 Other 5776401
Diane Citron Managing director general counsel & chief compliance officer 1 Apr 2013 Other 5085499
Philipp Westermann Partner 1 Apr 2015 Other 6487748
Llc Proprium Capital Partners Gp General partner 1 Apr 2015 Other 47-3998989
Thomas Chun Kwan Wong Partner 1 Jan 2016 Other 6629181
Natalie Ruth Medlicott General counsel and chief compliance officer 1 Jan 2018 Other 4856643

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Timothy Morris Shareholder 1 Apr 2015 75% - 100% 1878841

Based in Stamford

The principal office where Proprium Capital Partners, L.P. performs its advisory services is located at 1 Landmark Square, Stamford, CT 06901, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (203) 883 0355 or by fax (203) 883 0355. The normal business hours are 9am-5pm est on Monday - Friday. You can find more information about the New York firm at proprium.com.