LEWIS & CLARK PARTNERS, LLC
LEWIS & CLARK EQUITY PARTNERS, LLC Legal Name
Adviser information for LEWIS & CLARK PARTNERS, 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 | Missouri, United States |
Employees
| Total Number of Employees | 27 |
|---|---|
| Investment Advisory/Research | 27 |
| 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 | 8 | $302.0M |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $302.0M |
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 | 8 | $302.0M |
| 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 | 801-114614 |
|---|---|
| SEC ERA File Number | 801-114614 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299686 |
| Legal Entity Identifier | None |
Principal Office
120 S. CENTRAL AVE, STE. 1000ST. LOUIS
MO
United States
Monday - Friday, 9:00 AM - 5:00 PM CT
Tel: 314-392-5264, Fax: None
Chief Compliance Officer
MEGAN LANE
CFO
120 S. CENTRAL AVE, STE. 1000
ST. LOUIS
MO
United States
Tel:
314-392-5264
M**@**************M
(Full email address available in API data)
Industry Affiliates
| L&C RBIC GP PARTNERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| L&C RBIC GP PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LEWIS & CLARK AGRIFOOD GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LEWIS & CLARK VENTURES GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LEWIS & CLARK AGRIFOOD BN-1, LLC | Venture Capital Fund | $1.4M | $0.1M | 6 |
| LEWIS & CLARK AGRIFOOD FUND II, LP | Venture Capital Fund | $168.5M | $1.0M | 80 |
| LEWIS & CLARK PLANT SCIENCES FUND I, LP | Venture Capital Fund | $8.9M | $1.0M | 5 |
| LEWIS & CLARK RBIC FUND II, LP | Venture Capital Fund | $80.8M | $2.0M | 18 |
| LEWIS & CLARK RBIC FUND III, LP | Venture Capital Fund | $70.4M | $1.0M | 9 |
| LEWIS & CLARK VENTURES I PARALLEL FUND, LP | Venture Capital Fund | $10.6M | $1.0M | 2 |
| LEWIS & CLARK VENTURES I, LP | Venture Capital Fund | $63.1M | $1.0M | 40 |
| LEWIS & CLARK VENTURES II, LP | Venture Capital Fund | $49.6M | $1.0M | 42 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LANE, MEGAN, RYAN | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 12/2018 | < 5% |
| HOPCRAFT, BRIAN, DAVID | Individual | – | MANAGING DIRECTOR | 12/2018 | < 5% |
| HILLMAN, THOMAS, JOEL | Individual | – | MANAGING PARTNER | 12/2018 | < 5% |
| TAICLET, DAVID, LOUIS | Individual | – | MANAGING DIRECTOR | 12/2018 | < 5% |
| THOMAS J. HILLMAN LIVING TRUST DATED MAY 18, 1993 | Domestic Entity | – | TRUST | 12/2018 | > 75% |
| HILLMAN, THOMAS, JOEL | Individual | – | TRUSTEE | 05/1993 | > 75% |
| Spihlman, Timothy, Jay | Individual | – | MANAGING DIRECTOR | 03/2023 | < 5% |
| Page II, Lawrence, Edward | Individual | – | MANAGING DIRECTOR | 12/2023 | < 5% |