Tesseract Partners LLC (Falmouth)

Name: Tesseract Partners LLC
Address: 63 Foreside Common Drive, Falmouth, ME, 04105
Telephone: 207-781-7900

Tesseract Partners LLC is an adviser based in Falmouth. It manages $400 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Tesseract Partners provides portfolio management for individuals and small businesses and 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.

Tesseract Partners: assets under management

The assets under management (AUM) of Tesseract Partners LLC is $400 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $400 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tesseract Partners LLC for their services and products based on a percentage of assets under management. 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.

Careers at Tesseract Partners LLC

Dimitri Nikolas Balatsos has been acting as President since 1 Jan 1996. Nicolas Patrick Balatsos joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patricia Murphy Balatsos	Director of administration	1 Jan 1996	Other	4376804
Dimitri Nikolas Balatsos	President	1 Jan 1996	75% - 100%	2114760
Nicolas Patrick Balatsos	Director	1 May 2000	Other	4314167
Phillip Dimitri Balatsos	Director	1 May 2000	Other	4042849

Based in Falmouth

The principal office where Tesseract Partners LLC performs its advisory services is located at 63 Foreside Common Drive, Falmouth, ME 04105, 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 207-781-7900 or by fax 207-781-5005. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at dbalatsos@tesseractpartners.com.