ORANGEWOOD PARTNERS MANAGEMENT LLC
Adviser information for ORANGEWOOD PARTNERS MANAGEMENT LLC 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 21 | $908.9M |
| Non-Discretionary | 0 | $0 |
| Total | 21 | $908.9M |
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 | 21 | $908.9M |
| 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 | 10 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-111858 |
|---|---|
| SEC ERA File Number | 801-111858 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282292 |
| Legal Entity Identifier | None |
Principal Office
545 MADISON AVENUE3RD FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM TO 5PM
Tel: 212-324-5630, Fax: None
Chief Compliance Officer
EVAN COHEN
CHIEF COMPLIANCE OFFICER
545 MADISON AVENUE
3RD FLOOR
NEW YORK
NY
United States
Tel:
212-324-5638
E*****@*********************M
(Full email address available in API data)
Regulatory Contact
NEIL GOLDFARB
MANAGING PARTNER
545 MADISON AVENUE
3RD FLOOR
NEW YORK
NY
United States
Tel:
212-324-5640
N***@*********************M
(Full email address available in API data)
Industry Affiliates
| ORANGEWOOD PARTNERS II (AIV) GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ORANGEWOOD PARTNERS II GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ORANGEWOOD PARTNERS III GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ORANGEWOOD PARTNERS K2 ABTB (SPV) GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ORANGEWOOD PB GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DLA SPV, L.P. | Private Equity Fund | $3.8M | $0.0M | 18 |
| ORANGEWOOD FASO V (SPV), L.P. | Private Equity Fund | $5.8M | $0.0M | 2 |
| ORANGEWOOD PARTNERS II (AIV) LP | Private Equity Fund | $23.8M | $5.0M | 109 |
| ORANGEWOOD PARTNERS II-A (AIV) LP | Private Equity Fund | $7.5M | $5.0M | 13 |
| ORANGEWOOD PARTNERS II-A, L.P. | Private Equity Fund | $35.0M | $5.0M | 13 |
| ORANGEWOOD PARTNERS II, L.P. | Private Equity Fund | $113.8M | $5.0M | 109 |
| ORANGEWOOD PARTNERS III-A, L.P. | Private Equity Fund | $8.9M | $5.0M | 6 |
| ORANGEWOOD PARTNERS III, L.P. | Private Equity Fund | $21.2M | $5.0M | 69 |
| ORANGEWOOD PARTNERS K2 ABTB (SPV), L.P. | Private Equity Fund | $1.5M | $0.0M | 8 |
| ORANGEWOOD PARTNERS PLATFORM LLC | Private Equity Fund | $72.1M | $0.0M | 15 |
| ORANGEWOOD PB INVESTMENTS II LP | Private Equity Fund | $183.6M | $0.0M | 4 |
| ORANGEWOOD PB INVESTMENTS LP | Private Equity Fund | $24.8M | $0.0M | 4 |
| ORANGEWOOD SG FEEDER 1, L.P. | Private Equity Fund | $2.2M | $0.0M | 1 |
| ORANGEWOOD SG FEEDER 2, L.P. | Private Equity Fund | $5.6M | $0.0M | 7 |
| ORANGEWOOD STARR LLC | Private Equity Fund | $27.3M | $0.0M | 3 |
| ORANGEWOOD WWB CO-INVEST | Private Equity Fund | $165.2M | $0.0M | 57 |
| OSS SPV LP | Private Equity Fund | $38.3M | $0.0M | 47 |
| OW ABDD CO-INVESTORS, LLC | Private Equity Fund | $2.0M | $0.0M | 21 |
| OW EXER INVESTORS LLC | Private Equity Fund | $9.4M | $0.0M | 11 |
| OW K2 INVESTMENTS LLC | Private Equity Fund | $4.6M | $0.0M | 26 |
| OW PSC INVESTORS LLC | Private Equity Fund | $25.7M | $0.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOLDFARB, ALAN, SETH | Individual | – | MANAGING DIRECTOR | 03/2015 | 50-75% |
| GOLDFARB, NEIL, ERIC | Individual | – | MANAGING DIRECTOR | 03/2015 | 50-75% |
| COHEN, EVAN, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2023 | < 5% |