AMULET CAPITAL PARTNERS, L.P.
Adviser information for AMULET CAPITAL PARTNERS, L.P. last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 12 |
| 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 | 6 | $2.7B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $2.7B |
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 | 6 | $2.7B |
| 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 | 0 |
| No. of Non-U.S. Clients | 29 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110934 |
|---|---|
| SEC ERA File Number | 801-110934 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172012 |
| Legal Entity Identifier | None |
Principal Office
1 LAFAYETTE PLACESUITE 301
GREENWICH
CT
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 646-561-6655, Fax: None
Chief Compliance Officer
FAHAD SULTAN
1 LAFAYETTE PLACE
SUITE 301
GREENWICH
CT
United States
Tel:
646-561-6655
F******@****************M
(Full email address available in API data)
Regulatory Contact
JAY ROSE
MANAGING PARTNER
1646 N CALIFORNIA BLVD
SUITE 350
WALNUT CREEK
CA
United States
Tel:
646-561-6655
J****@****************M
(Full email address available in API data)
Industry Affiliates
| AMULET CAPITAL FUND GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| AMULET CAPITAL FUND II GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| AMULET CAPITAL FUND III GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| AMULET CAPITAL OVERAGE FUND I GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| STORK SPV GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AMULET CAPITAL FUND I, L.P. | Private Equity Fund | $238.8M | $0.0M | 10 |
| AMULET CAPITAL FUND II, L.P. | Private Equity Fund | $522.2M | $0.0M | 34 |
| AMULET CAPITAL FUND III, L.P. | Private Equity Fund | $159.6M | $0.0M | 34 |
| AMULET CAPITAL NETWORK FUND II, L.P. | Private Equity Fund | $11.2M | $0.0M | 37 |
| AMULET CAPITAL OHPE CO-INVEST, L.P. | Private Equity Fund | $0.7M | $0.0M | 4 |
| AMULET CAPITAL REMEDY CO-INVEST, L.P. | Private Equity Fund | $40.1M | $0.0M | 3 |
| STORK SPV L.P. | Private Equity Fund | $408.4M | $0.0M | 31 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRANK, RAMSEY, ALAN | Individual | – | MANAGING PARTNER | 06/2012 | 50-75% |
| ROSE, JAY, BERNARD | Individual | – | PARTNER | 07/2012 | 25-50% |
| FRANK, RAMSEY, ALAN | Individual | AMULET CAPITAL PARTNERS, L.L.C. | MANAGING MEMBER | 06/2012 | 50-75% |
| AMULET CAPITAL PARTNERS, L.L.C. | Domestic Entity | – | GENERAL PARTNER | 06/2012 | < 5% |
| ROSE, JAY, BERNARD | Individual | AMULET CAPITAL PARTNERS, L.L.C. | MANAGING MEMBER | 07/2012 | 25-50% |
| SULTAN, FAHAD | Individual | – | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | 05/2022 | < 5% |