INTANDEM CAPITAL PARTNERS, LLC
Adviser information for INTANDEM CAPITAL PARTNERS, 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 | 30 |
|---|---|
| Investment Advisory/Research | 22 |
| 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 | 18 | $2.0B |
| Non-Discretionary | 0 | $0 |
| Total | 18 | $2.0B |
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 | 18 | $2.0B |
| 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 fees |
Identifiers
| SEC RIA File Number | 801-113680 |
|---|---|
| SEC ERA File Number | 801-113680 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288774 |
| Legal Entity Identifier | None |
Principal Office
1 VANDERBILT AVENUESUITE 2400
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:30 PM
Tel: 646-930-1530, Fax: None
Chief Compliance Officer
GREGORY MARTINSEN
1 VANDERBILT AVENUE
SUITE 2400
NEW YORK
NY
United States
Tel:
646-930-1530
G*********@******************M
(Full email address available in API data)
Industry Affiliates
| INTANDEM FUND GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INTANDEM FUND GP III, LP | Sponsor, GP, manager of pooled investment vehicles |
| INTANDEM FUND GP, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| INTANDEM INFUSION CO-INVEST GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INTANDEM OPPORTUNITIES FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| INTANDEM STORK II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ITC RUMBA MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INTANDEM CAPITAL OPPORTUNITIES FUND, LP | Private Equity Fund | $396.4M | $0.1M | 58 |
| INTANDEM CAPITAL PARTNERS FUND II, LP | Private Equity Fund | $393.1M | $0.1M | 54 |
| INTANDEM CAPITAL PARTNERS FUND III-A, LP | Private Equity Fund | $264.5M | $0.1M | 36 |
| INTANDEM CAPITAL PARTNERS FUND III, LP | Private Equity Fund | $406.8M | $0.1M | 67 |
| INTANDEM CAPITAL PARTNERS FUND, L.P. | Private Equity Fund | $190.5M | $0.1M | 36 |
| ITC (PHS) PARALLEL FUND, LP | Private Equity Fund | $63.3M | $0.1M | 7 |
| ITC HOUSEWORKS CO-INVEST A, LP | Private Equity Fund | $50.2M | $0.1M | 4 |
| ITC HOUSEWORKS CO-INVEST LP | Private Equity Fund | $22.7M | $0.1M | 6 |
| ITC INFUSION CO-INVEST, LP | Private Equity Fund | $11.0M | $0.1M | 5 |
| ITC ORTHO CO-INVEST A, LP | Private Equity Fund | $12.6M | $0.1M | 3 |
| ITC ORTHO CO-INVEST, LP | Private Equity Fund | $28.5M | $0.1M | 12 |
| ITC PHS CO-INVEST II, LP | Private Equity Fund | $14.4M | $0.1M | 7 |
| ITC RUMBA, LLC | Private Equity Fund | $12.9M | $0.0M | 85 |
| ITC STORK CO-INVEST II, LP | Private Equity Fund | $41.9M | $0.1M | 15 |
| ITC STORK CO-INVEST, LP | Private Equity Fund | $45.3M | $0.1M | 10 |
| ITC TAMF CO-INVEST, LP | Private Equity Fund | $11.7M | $0.1M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Cooperstone, Elliot, Sheldon | Individual | – | MANAGING PARTNER | 01/2012 | > 75% |
| MARTINSEN, GREGORY, JON | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |
| COPPENS, BRADLEY, JOSEPH | Individual | – | SENIOR PARTNER | 06/2021 | < 5% |
| MARTINSEN, GREGORY, JON | Individual | – | CHIEF FINANCIAL OFFICER | 03/2020 | < 5% |