FURTHER GLOBAL CAPITAL MANAGEMENT, L.P.
Adviser information for FURTHER GLOBAL CAPITAL MANAGEMENT, 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 | 14 |
|---|---|
| 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 | 4 | $1.9B |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $1.9B |
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 | 4 | $1.9B |
| 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 | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-111799 |
|---|---|
| SEC ERA File Number | 801-111799 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289257 |
| Legal Entity Identifier | None |
Principal Office
445 PARK AVENUE14TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM EST
Tel: 646-661-1888, Fax: 866-594-9031
Chief Compliance Officer
PAUL JOSEPH ROSSI
CHIEF FINANCIAL OFFICER
445 PARK AVENUE
14TH FLOOR
NEW YORK
NY
United States
Tel:
(646) 661-1592
R****@****************M
(Full email address available in API data)
Regulatory Contact
PIERRE OLIVIER SARKOZY
MANAGING PARTNER
445 PARK AVENUE
14TH FLOOR
NEW YORK
NY
United States
Tel:
(646) 661-1888
S******@****************M
(Full email address available in API data)
Industry Affiliates
| FURTHER GLOBAL CAPITAL PARTNERS GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FURTHER GLOBAL CAPITAL PARTNERS II GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FURTHER GLOBAL CAPITAL PARTNERS II-A, L.P. | Private Equity Fund | $469.1M | $10.0M | 20 |
| FURTHER GLOBAL CAPITAL PARTNERS II, L.P. | Private Equity Fund | $500.2M | $10.0M | 20 |
| FURTHER GLOBAL CAPITAL PARTNERS-A, L.P. | Private Equity Fund | $379.5M | $10.0M | 22 |
| FURTHER GLOBAL CAPITAL PARTNERS, L.P. | Private Equity Fund | $554.1M | $10.0M | 27 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FURTHER GLOBAL CAPITAL MANAGEMENT GP, LLC | Domestic Entity | – | GENERAL PARTNER | 09/2016 | > 75% |
| SARKOZY, PIERRE, OLIVIER | Individual | – | MANAGING PARTNER, INITIAL LIMITED PARTNER | 09/2016 | < 5% |
| ROSSI, PAUL, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 09/2016 | < 5% |
| SARKOZY, PIERRE, OLIVIER | Individual | FURTHER GLOBAL CAPITAL MANAGEMENT GP, LLC | MANAGING MEMBER | 09/2016 | > 75% |