BUILDGROUP MANAGEMENT
BUILDGROUP MANAGEMENT, LLC Legal Name
Adviser information for BUILDGROUP MANAGEMENT last updated from Form ADV on March 29th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 7 |
| 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 | 2 | $371.3M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $371.3M |
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 | 2 | $371.3M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesREIMBURSEMENT FOR BOARD-APPROVED EXPENSES AND COMPENSATION |
Identifiers
| SEC RIA File Number | 801-111738 |
|---|---|
| SEC ERA File Number | 801-111738 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289150 |
| Legal Entity Identifier | None |
Principal Office
111 SANDRA MURAIDA WAYSUITE 100
AUSTIN
TX
United States
Monday - Friday, 9 AM - 5 PM
Tel: 737-471-3626, Fax: None
Chief Compliance Officer
CHRISTINA FOK
111 SANDRA MURAIDA WAY
SUITE 100
AUSTIN
TX
United States
Tel:
917-763-0770
C********@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BG CYBRARY PARALLEL I LLC | LONG-TERM, CONTROL OR MINORITY INVESTMENTS | $3.0M | $0.0M | 123 |
| BUILDGROUP LLC | LONG-TERM, CONTROL OR MINORITY INVESTMENTS | $247.4M | $10.0M | 240 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CURRY, JAMES, NELSON | Individual | – | MANAGING PARTNER | 12/2015 | 50-75% |
| NAPIER, ALBERT, LANHAM | Individual | – | CHIEF EXECUTIVE OFFICER | 03/2015 | 50-75% |
| FOK, CHRISTINA, P | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 11/2021 | < 5% |