Peter Halesworth is a registered investment advisor at Heng Ren Partners, based in Boston, MA, with 17 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 2 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Applies to Heng Ren Investments LP. Heng Ren Silk Road Investments LLC charges a flat monthly fee of $5,000. Both funds charge additional performance fees of 15% to 20%.
Fee Estimator
Location
One Boston Place, Suite 2600, Boston, MA, 02108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Heng Ren Partners
Previous Registrations
Source Capital Group, INC.Broker
Nomura Securities International, INC.Broker
Credit Suisse Securities (USA) LLCBroker
Du Pasquier & CO., INC.Broker
Cantella & CO., INC.Broker
Oddo Securities CorporationBroker
Paribas CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Mercauto, CFAHeng Ren Partners
- Paul Scleparis, CFAScs Capital Management LLC
- Matthew Johnson, CFPWelch & Forbes LLC
- James Gilloran, CFPCorient
- Jennifer Loveless, CFPRwa Wealth Partners
- Benjamin Webber, CFASawyer & CO INC