SIRIUS PARTNERS, L.P.

Adviser information for SIRIUS PARTNERS, L.P. last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2 $256.9M
Non-Discretionary 0 $0
Total 2 $256.9M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 2 $256.9M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-74349
SEC ERA File Number 801-74349
SEC CIK Numbers None
SEC CRD Numbers 160899
Legal Entity Identifier None

Principal Office

225 WEST WASHINGTON STREET, SUITE 1650
CHICAGO
IL
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 312-443-5240, Fax: 312-368-9015

Chief Compliance Officer

LISA LIEBMAN
CHIEF COMPLIANCE OFFICER
225 WEST WASHINGTON STREET
SUITE 1650
CHICAGO
IL
United States
Tel: 312-443-5245
Fax: 312-368-9015
(Full email address available in API data)

Regulatory Contact

PETER FOREMAN
DIRECTOR, SIRIUS CORPORATION, GENERAL PARTNER OF SIRIUS PARTNERS LP
225 WEST WASHINGTON STREET
SUITE 1650
CHICAGO
IL
United States
Tel: 312-443-5246
Fax: 312-368-9015
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
PROCYON PARTNERS LP Hedge Fund $256.9M $1.0M 24

Control Persons

Name Type Entity Title Since Ownership
PETER B. FOREMAN, VIRGINIA O. FOREMAN AND JEFFREY J. FOREMAN GST-GRANDFATHERED TRUST UNDER ARTICLE V Domestic Entity LIMITED PARTNER 12/2011 25-50%
PETER B. FOREMAN, VIRGINIA O. FOREMAN AND CHRISTOPHER E. FOREMAN GST-GRANDFATHERED TRUST UNDER ARTICLE VI Domestic Entity LIMITED PARTNER 12/2011 25-50%
SIRIUS CORPORATION Domestic Entity GENERAL PARTNER 01/1994 25-50%
LIEBMAN, LISA, ANN Individual CHIEF COMPLIANCE OFFICER 01/2012 < 5%
FOREMAN, VIRGINIA, LEE Individual THE PETER B. FOREMAN 2012 FAMILY TRUST TRUSTEE 12/2012
FOREMAN, PETER, BORN Individual PETER B. FOREMAN, VIRGINIA O. FOREMAN AND JEFFREY J. FOREMAN GST-GRANDFATHERED TRUST UNDER ARTICLE V TRUSTEE 01/2012
FOREMAN, PETER, BORN Individual PETER B. FOREMAN, VIRGINIA O. FOREMAN AND CHRISTOPHER E. FOREMAN GST-GRANDFATHERED TRUST UNDER ARTICLE VI TRUSTEE 01/2012
THE PETER B. FOREMAN 2012 FAMILY TRUST Domestic Entity SIRIUS CORPORATION SHAREHOLDER 12/2012 > 75%
FOREMAN, PETER, BORN Individual SIRIUS CORPORATION DIRECTOR 01/2012
TUITE, FRANCES, ELIZABETH Individual THE PETER B. FOREMAN 2012 FAMILY TRUST TRUSTEE 03/2022
TUITE, FRANCES, ELIZABETH Individual PETER B. FOREMAN, VIRGINIA O. FOREMAN AND JEFFREY J. FOREMAN GST-GRANDFATHERED TRUST UNDER ARTICLE V TRUSTEE 09/2021
TUITE, FRANCES, ELIZABETH Individual PETER B. FOREMAN, VIRGINIA O. FOREMAN AND CHRISTOPHER E. FOREMAN GST-GRANDFATHERED TRUST UNDER ARTICLE VI TRUSTEE 09/2021
WOLF, LEE, MICHAEL Individual PORTFOLIO MANAGER 03/2023 < 5%
JAWOR, MICHAEL, JAY Individual PORTFOLIO MANAGER 03/2023 < 5%

No. Employees, Historic

10502020202120222023202420256 on 3/25/20206 on 3/29/20216 on 3/29/20226 on 2/22/20236 on 3/21/20236 on 3/21/20236 on 3/18/2024

RAUM, Historic

400M200M0202020212022202320242025265512701 on 3/25/2020298063642 on 3/29/2021319508305 on 3/29/2022276511707 on 2/22/2023276511707 on 3/21/2023276511707 on 3/21/2023256898885 on 3/18/2024

No. Clients, Historic

10502020202120222023202420252 on 3/25/20202 on 3/29/20212 on 3/29/20222 on 2/22/20232 on 3/21/20232 on 3/21/20232 on 3/18/2024