METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC
Adviser information for METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC 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 | 38 |
|---|---|
| Investment Advisory/Research | 19 |
| 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 | $1.3B |
| Non-Discretionary | 5 | $111.5M |
| Total | 23 | $1.4B |
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 | $1.3B |
| 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 | 5 | $111.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 9 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based feesASSET MONITORING, LOAN ORIGINATION, LOAN DUE DILIGENCE |
Identifiers
| SEC RIA File Number | 801-114339 |
|---|---|
| SEC ERA File Number | 801-114339 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289048 |
| Legal Entity Identifier | None |
Principal Office
850 3RD AVE18TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-561-1250, Fax: 917-591-4289
Chief Compliance Officer
JULIAN WELDON
GENERAL COUNSEL
850 3RD AVE
18TH FLOOR
NEW YORK
NY
United States
Tel:
646-824-7208
J******@********M
(Full email address available in API data)
Regulatory Contact
ADRIAN BLUMFIELD
INVESTMENT COMMITTEE MEMBER
850 3RD AVE
NEW YORK
NY
United States
Tel:
212-561-1258
Fax:
18TH FLOOR
A*********@********M
(Full email address available in API data)
Industry Affiliates
| MEIH21 GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MET-TTU GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MET-UMINN GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| METROPOLITAN GP HOLDINGS LLC, SERIES MEIH13 | Sponsor, GP, manager of pooled investment vehicles |
| METROPOLITAN GP HOLDINGS LLC, SERIES MPF II | Sponsor, GP, manager of pooled investment vehicles |
| MPF III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPF IIIA GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPF IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPF IV-A GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPF V GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPF VI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPF VII GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MPF VIII GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MET-CC PARTNER CO LLC | Private Equity Fund | $26.4M | $0.1M | 28 |
| METROPOLITAN EIH21, LP | Private Equity Fund | $1.6M | $0.0M | 7 |
| METROPOLITAN LEVERED PARTNERS FUND VII, LP | Private Equity Fund | $186.3M | $1.0M | 40 |
| METROPOLITAN LEVERED PARTNERS FUND VIII, LP | Private Equity Fund | $159.8M | $1.0M | 39 |
| METROPOLITAN OFFSHORE PARTNERS FUND VII, LP | Private Equity Fund | $83.8M | $1.0M | 17 |
| METROPOLITAN PARTNERS FUND III, LP | Private Equity Fund | $1.2M | $0.5M | 36 |
| METROPOLITAN PARTNERS FUND IIIA, LP | Private Equity Fund | $3.6M | $0.5M | 40 |
| METROPOLITAN PARTNERS FUND IV-A, LP | Private Equity Fund | $0.6M | $0.1M | 79 |
| METROPOLITAN PARTNERS FUND V (QP), LP | Private Equity Fund | $10.6M | $1.0M | 81 |
| METROPOLITAN PARTNERS FUND V, LP | Private Equity Fund | $0.8M | $1.0M | 62 |
| METROPOLITAN PARTNERS FUND VI (3C1), LP | Private Equity Fund | $16.0M | $0.0M | 25 |
| METROPOLITAN PARTNERS FUND VI, LP | Private Equity Fund | $277.4M | $1.0M | 157 |
| METROPOLITAN PARTNERS FUND VII, LP | Private Equity Fund | $368.1M | $1.0M | 221 |
| METROPOLITAN PARTNERS FUND VIII, LP | Private Equity Fund | $72.3M | $1.0M | 83 |
| SERIES F&F OF METROPOLITAN PARTNERS FUND IV, LLC | Private Equity Fund | $0.9M | $0.5M | 43 |
| SERIES INSTITUTIONAL OF METROPOLITAN PARTNERS FUND IV, LLC | Private Equity Fund | $2.6M | $1.0M | 23 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LISIAK, PAUL, KENNETH | Individual | – | MANAGING PARTNER | 10/2007 | < 5% |
| BLUMFIELD, ADRIAN, GRAHAM | Individual | – | INVESTMENT COMMITTEE MEMBER | 10/2007 | 5-10% |
| PKL HOLDINGS | Domestic Entity | – | MEMBER | 12/2017 | > 75% |
| LISIAK, PAUL, KENNETH | Individual | PKL HOLDINGS | MEMBER | 11/2017 | > 75% |
| WELDON, JULIAN, MARTIN HENRY | Individual | – | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 03/2023 | < 5% |