FORMENTERA PARTNERS LP

300 Colorado Street
Ste. 1900
Austin, Texas 78701
Tel: 512-320-9812

About FORMENTERA PARTNERS LP

FORMENTERA PARTNERS LP, formally registered with the SEC as FORMENTERA PARTNERS LP. The firm was established in 09/12/2022. They have over 1 offices throughout the country.

FORMENTERA PARTNERS LP is a Austin, Texas based Financial Planning firm with nearly $1,623,733,727 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311055
SEC#	801-126229
Assets Managed by Firm	$1,623,733,727
No. of Clients	5
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$1,623,733,727

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