Partner Fund Management, L.P. is a large advisory firm based in San Francisco. It manages $6.92 billion of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Partner Fund Management 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.
The assets under management (AUM) of Partner Fund Management, L.P. is $6.92 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1088% since the beginning of its operation, and $3.07 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Partner Fund Management, 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 Christopher Medlock James is pooled investment vehicles with 30 clients and $6.92 billion of assets under management. Among the 9 most similar advisory firms, Partner Fund Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $6.92 billion for 30 clients. 63% of the firm’s clients are foreign persons or businesses.
Partner Fund Management also advises several private funds. Namely, thirteen hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 69 people that are either part- or full-time employees. 28 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.
Christopher Medlock James has been acting as President since 1 Aug 2004. Brian David Grossman joined the executive team most recently as the M/M.
The principal office where Partner Fund Management, L.P. performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-281-1000 or by fax 415-281-1070. The normal business hours are 5:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at partnerfunds.com.