Fundamental Advisors LP

Fundamental Advisors LP

Fundamental Advisors LP

Overview
Date Founded

2007

Headquarters

745 Fifth Avenue,25th floor,New York, NY 10151-2599

Type of Company

Private

Employees (Worldwide)

24

Industries

Private Equity & Venture Capital
Other Business & Consulting Services
Investment Services & Portfolio Management

Company Description

Fundamental Advisors LP invests in affordable housing, senior care, infrastructure, alternative energy and hospitality. Investments take many forms, including distressed municipal debt, controlling interests in real assets and direct lending to other bespoke specialty finance transactions. On an opportunistic basis, it also seeks to acquire minority interests in municipal securities that are mispriced due to technical dislocations or idiosyncratic factors.

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Executives & Employees

Co-Founder

Chief Financial Officer

General Counsel & Chief Compliance Officer

Fund Advisor

Managing Director

Managing Director

Managing Director

Managing Director

Director, Private Equity Investment

Director of Finance

Board of Directors

Co-Founder at Fundamental Advisors LP

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Fundamental Advisors LP
Recent Transactions
Details Hidden

Fundamental Advisors Holdings LP, Fundamental Advisors LP purchase MMA Capital Holdings, Inc.

Details Hidden

St. Louis Cardinals LLC purchases Blues City Baseball, Inc. from Memphis Redbirds Baseball Foundation, Fundamental Advisors LP

Transaction Advisors
Investment Advisor

Advised onLife Care Cos. LLC purchases from Fundamental Advisors LP

Investment Advisor

Advised onFundamental Advisors Holdings LP, Fundamental Advisors LP purchase MMA Capital Holdings, Inc.

Legal Advisor

Advised onSt. Louis Cardinals LLC purchases Blues City Baseball, Inc. from Memphis Redbirds Baseball Foundation, Fundamental Advisors LP

Associate

Advised onFundamental Advisors Holdings LP, Fundamental Advisors LP purchase MMA Capital Holdings, Inc.

Associate

Advised onFundamental Advisors Holdings LP, Fundamental Advisors LP purchase MMA Capital Holdings, Inc.

Legal Advisor

Advised onFundamental Advisors Holdings LP, Fundamental Advisors LP purchase MMA Capital Holdings, Inc.

Advisors & Consultants
Custodian

Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland (Ore.), Boston, Greenwich and New York City. Publicly traded under the NYSE stock symbol "FRC," First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices. The Bank exceeds all of the current regulatory guidelines to be well-capitalized and is a member of the Federal Deposit Insurance Corp. (FDIC) and an Equal Housing Lender

Custodian

Silicon Valley Bank is the California bank subsidiary and the commercial banking operation of SVB Financial Group. Banking services are provided by Silicon Valley Bank, a member of the FDIC and the Federal Reserve System. SVB Private Bank is a division of Silicon Valley Bank. SVB Financial Group is also a member of the Federal Reserve System.

Custodian

JPMAAM invests assets in a wide range of instruments and markets across certain major strategies including, but not limited to, US and non-US equities and equity-related instruments, fixed income and other debt-related instruments, currencies, commodities and derivative instruments. The firm generally employs six broad investment strategies: Long/Short Equities, Relative Value, Opportunistic/Macro, Merger Arbitrage/Event Driven, and Portfolio Hedge.

Investments
Details Hidden

El San Juan Resort & Casino owns and operates hotel. It provides entertainment, guest rooms, and spa & salon services. The company was founded in 1957 and is headquartered in Carolina, Puerto Rico.

Details Hidden

The Wunder Co. develops and manages solar investment funds. It manages the sourcing of commercial solar opportunities, to the underwriting, contracting, and construction of each project. The firm also manages the ongoing operation and maintenance of the array, bills the energy customer, and distributes proceeds to investors. The company was founded by Bryan Birsic, David Riess, and Sam Beaudin in 2013 and is headquartered in Boulder, CO.

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