RIA Intelligence

PHINEUS PARTNERS, L.P.

CRD #120230 SEC #801-71207 SAN FRANCISCO, CA 415-990-1586
SEC Registered Private Funds
Total AUM
$9.8M
Discretionary
$9.8M
Employees
2
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 3, 2015
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BORELLI, MARTINO, LEOPOLDOILIMITED PARTNER AND CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
BORELLI, MARTINO, LEOPOLDOILIMITED PARTNER AND CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
BORELLI, MARTINO, LEOPOLDOILIMITED PARTNER AND CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
JASON, LLCDEGENERAL PARTNERNA Control
MICKEY, MARK, JOHNIVP, CHIEF COMPLIANCE OFFICERNA Control
MICKEY, MARK, JOHNIVP, CHIEF COMPLIANCE OFFICERNA Control
SINKER, JACQUELINE, ELIZABETHIVP, CHIEF COMPLIANCE OFFICERNA Control
GRANT, MICHAEL, DEANILIMITED PARTNER AND CHIEF INVESTMENT OFFICERE Control
GRANT, MICHAEL, DEANICHIEF INVESTMENT OFFICERE Control
GRANT, MICHAEL, DEANICHIEF INVESTMENT OFFICERE Control
GRANT, MICHAEL, DEANILIMITED PARTNER AND CHIEF INVESTMENT OFFICERE Control
GRANT, MICHAEL, DEANILIMITED PARTNER AND CHIEF INVESTMENT OFFICERE Control
GRANT, MICHAEL, DEANICHIEF INVESTMENT OFFICERE Control
GRANT, MICHAEL, DEANILIMITED PARTNER AND CHIEF INVESTMENT OFFICERD Control
BORELLI, MARTINO, LICHIEF OPERATING OFFICERC
BORELLI, MARTINO, LEOPOLDOICHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERC
BORELLI, MARTINO, LEOPOLDOILIMITED PARTNER AND CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERC
BORELLI, MARTINO, LEOPOLDOILIMITED PARTNER AND CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERC Control
BORELLI, MARTINO, LEOPOLDOILIMITED PARTNER AND CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERC Control
GRANT, MICHAEL, DEANICHIEF INVESTMENT OFFICERC
GRANT, MICHAEL, DEANILIMITED PARTNER AND CHIEF INVESTMENT OFFICERC
GRANT, MICHAEL, DEANILIMITED PARTNER AND CHIEF INVESTMENT OFFICERC Control
GRANT, MICHAEL, DEANICHIEF INVESTMENT OFFICERC
REDMOND, ANNEMARIEIHEAD OF TRADINGC
REDMOND, ANNEMARIEILIMITED PARTNER AND HEAD OF TRADINGC
REDMOND, ANNEMARIEILIMITED PARTNER AND HEAD OF TRADINGC Control
REDMOND, ANNEMARIEIHEAD OF TRADINGC

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CALAMOS FAMILY PARTNERSDECALAMOS INVESTMENTS LLCE Control
CALAMOS FAMILY PARTNERSDECALAMOS INVESTMENTS LLCE Control
CALAMOS FAMILY PARTNERSDECALAMOS INVESTMENTS LLCE Control
CALAMOS INVESTMENTS LLCDEJASON, LLCE Control
CALAMOS INVESTMENTS LLCDEJASON, LLCE Control
CALAMOS INVESTMENTS LLCDEJASON, LLCE Control
CALAMOS SR., JOHN, PETERIJOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985E Control
CALAMOS SR., JOHN, PETERIJOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985E Control
CALAMOS SR., JOHN, PETERIJOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985E Control
GRANT, MICHAEL, DEANIJASON, LLCE Control
GRANT, MICHAEL, DEANIJASON, LLCE Control
GRANT, MICHAEL, DEANIJASON, LLCE Control
GRANT, MICHAEL, DEANIJASON, LLCE Control
GRANT, MICHAEL, DEANIJASON, LLCE Control
GRANT, MICHAEL, DEANIJASON, LLCE Control
GRANT, MICHAEL, DEANIJASON, LLCE Control
GRANT, MICHAEL, DEANIJASON, LLCD Control
JOHN P. CALAMOS, TRUSTEE UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985DECALAMOS FAMILY PARTNERSD Control
JOHN P. CALAMOS, TRUSTEE UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985DECALAMOS FAMILY PARTNERSD Control
JOHN P. CALAMOS, TRUSTEE UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985DECALAMOS FAMILY PARTNERSD Control

Registrations

Federal

IA
Dec 3, 2015 REGISTERED

Notice Filings (4)

CA FL IL NY

Address

251 POST STREET
SUITE 500
SAN FRANCISCO, CA 94108
United States
Phone: 415-990-1586