General Partner, Inc.
GENERAL PARTNER, INC. is a registered investment adviser based in Pittsburgh, Pennsylvania, United States. Founded in 2011, the firm manages investment portfolios predominantly for charitable organizations and a small number of individual clients. As of January 2024, it manages approximately $223 million in assets with one employee, who serves as an investment professional. The firm is regulated under the SEC (CIK 0001800508) and focuses on discretionary investment management for U.S.-based clients.
Investment Strategy
GENERAL PARTNER, INC. primarily manages discretionary investment portfolios, focusing its assets on a mix of large-cap equities and diversified holdings tailored to its clients’ objectives. Its largest positions include technology and consumer sectors (such as AAPL, MSFT, GOOG, and AMZN), indicating a growth-oriented equity strategy. The client base is mainly composed of charitable organizations, with the firm emphasizing prudent, long-term capital appreciation for mission-driven clients. The firm does not publicly detail specific thematic or alternative strategies and appears to employ a conventional long-only, public equities approach based on its reported 13F filings.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | Berkshire Hathaway Inc | 13.70% | $24.9M | 33 | $468711.00 | $754200.00 | +$838.2K |
A AAPL | Apple Inc | 8.98% | $16.3M | 64,080 | $133.22 | $254.63 | +$2.0M |
M MSFT | Microsoft Corp | 6.00% | $10.9M | 21,051 | $259.13 | $517.95 | +$183.7K |
G GOOG | Alphabet Inc. | 4.92% | $8.9M | 36,679 | $93.53 | $243.55 | +$2.4M |
I ICSH | iShares Ultra Short Duration Bond Active ETF | 4.83% | $8.8M | 172,775 | $50.62 | $50.75 | +$793.7K |