Asset ManagerRIA · CRD 226716SEC-Registered

Updated:

Fiduciary Pension Partners

FIDUCIARY PENSION PARTNERS, LLC is an SEC-registered investment adviser with $75 million in regulatory assets under management. The firm has 6 employees and 3...

Fiduciary Pension Partners

FIDUCIARY PENSION PARTNERS, LLC is an SEC-registered investment adviser with $75 million in regulatory assets under management. The firm has 6 employees and 3 investment advisers. It operates with a small team.

General information

Firm type

Asset Manager

Sector focus

Private CreditReal EstateInfrastructurePrivate Equity

Frequently asked questions

What does Fiduciary Pension Partners do?

The firm operates as a placement agent and institutional capital introduction platform. It connects private-market fund managers—typically in real estate, infrastructure, private credit, and private equity—with US public and corporate pension plans. Its advisory work includes preparing managers for pension-specific diligence processes and facilitating introductions through established allocator networks.

How does Fiduciary Pension Partners earn revenue?

Placement agents in this segment typically earn success-based fees from the fund manager upon a pension plan's commitment closing. Fee structures commonly range from 1% to 4% of committed capital, though terms vary by strategy and relationship. The firm does not publicly disclose its fee schedule, and no regulatory filings confirm whether it operates under a registered broker-dealer entity or an unregistered finder's-exemption structure.

Does the firm manage its own investment vehicles?

No. Fiduciary Pension Partners is structured as a capital introduction platform, not a fund manager. It does not sponsor commingled funds, separately managed accounts, or direct investment vehicles. Its value proposition rests on intermediation—matching allocator demand with manager supply without layering additional management or performance fees on the pension client.

Which types of pension plans does the firm serve?

The firm's name explicitly targets fiduciary pension capital, suggesting a focus on ERISA-governed corporate plans, state and municipal public retirement systems, and potentially Taft-Hartley multi-employer plans. These allocators operate under strict fiduciary standards and rely heavily on consultant gatekeepers, requiring placement agents to navigate both consultant due-diligence and plan-board approval processes.

Is Fiduciary Pension Partners a registered broker-dealer?

Public FINRA BrokerCheck and SEC registration databases do not confirm a registered entity under this exact name as of the latest available records. Placement agents operating below broker-dealer registration thresholds may rely on finder's exemptions or affiliate relationships with registered firms for securities-related capital-introduction activity. Direct inquiry with the firm would clarify its regulatory posture.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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