ACHIEVE PARTNERS MANAGEMENT, LLC
Adviser information for ACHIEVE PARTNERS MANAGEMENT, LLC last updated from Form ADV on March 25th, 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 | 14 |
| 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 | 6 | $602.8M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $602.8M |
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 | 6 | $602.8M |
| 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 | 801-114619 |
|---|---|
| SEC ERA File Number | 801-114619 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299883 |
| Legal Entity Identifier | None |
Principal Office
104 WEST 40TH STREETSUITE 1600
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 332-400-1140, Fax: None
Websites
Chief Compliance Officer
DANIEL PIANKO
MANAGING DIRECTOR
104 WEST 40TH STREET
SUITE 1600
NEW YORK
NY
United States
Tel:
332-400-1140
D*****@******************M
(Full email address available in API data)
Industry Affiliates
| ACHIEVE PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ACHIEVE PARTNERS SPV I MANAGEMENT, LLC | Other investment adviser, including financial planners |
| ACHIEVE PARTNERS SPV I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| UNIVERSITY VENTURES | Other investment adviser, including financial planners |
| UNIVERSITY VENTURES FUNDS PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| UNIVERSITY VENTURES FUNDS PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| UV INCOME SHARE AGREEMENTS FUND PARTNERS I, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACHIEVE BOCLIPS SPV, LLC | Private Equity Fund | $35.3M | $0.0M | 7 |
| ACHIEVE CYBERSECURITY SPV, LLC | Private Equity Fund | $50.2M | $0.0M | 11 |
| ACHIEVE MASTERYPREP SPV, LLC | Private Equity Fund | $26.7M | $0.0M | 12 |
| ACHIEVE PARTNERS EDTECH BUYOUT FUND, LP | Private Equity Fund | $46.4M | $0.0M | 75 |
| ACHIEVE PARTNERS WORKFORCE FUND I, LP | Private Equity Fund | $228.7M | $0.0M | 50 |
| OPTIMUM ACHIEVE SPV, LLC | Private Equity Fund | $25.3M | $0.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CRAIG, RYAN, DAVID | Individual | – | MANAGING MEMBER | 10/2018 | 25-50% |
| PIANKO, DANIEL, SHLOMO | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2018 | 50-75% |
| Radia, Aanand, Sharadkumar | Individual | – | MANAGING MEMBER | 01/2022 | 10-25% |
| Williams, Troy, Lane | Individual | – | MANAGING MEMBER | 01/2022 | 10-25% |