RADIAL EQUITY PARTNERS LP
Adviser information for RADIAL EQUITY PARTNERS LP 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 11 |
| 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 | 1 | $590.4M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $590.4M |
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 | 1 | $590.4M |
| 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 | 801-118824 |
|---|---|
| SEC ERA File Number | 801-118824 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308513 |
| Legal Entity Identifier | None |
Principal Office
745 FIFTH AVENUE9TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM - 6:00PM
Tel: 212-551-4600, Fax: None
Chief Compliance Officer
SWEN KUPFERSCHMID-ROJAS
CHIEF FINANCIAL OFFICER
745 FIFTH AVENUE
9TH FLOOR
NEW YORK
NY
United States
Tel:
212-551-4563
S******************@***************M
(Full email address available in API data)
Industry Affiliates
| IRVING PLACE CAPITAL MANAGEMENT, L.P. | Other investment adviser, including financial planners |
| RADIAL EQUITY I GP LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RADIAL EQUITY I LP | Private Equity Fund | $590.4M | $5.0M | 46 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KUPFERSCHMID, SWEN, PATRICK | Individual | – | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | 01/2019 | < 5% |
| CARPENTER, PHILIP, MOORE | Individual | – | MANAGING PARTNER | 01/2019 | < 5% |
| RADIAL EQUITY MANAGEMENT LLC | Domestic Entity | – | LIMITED PARTNER | 04/2020 | > 75% |
| RADIAL EQUITY PARTNERS LLC | Domestic Entity | – | GENERAL PARTNER | 04/2020 | < 5% |
| RADIAL EQUITY MANAGEMENT LLC | Domestic Entity | RADIAL EQUITY PARTNERS LLC | MANAGING MEMBER | 04/2020 | 50-75% |
| RADIAL EQUITY CAPITAL LLC | Domestic Entity | RADIAL EQUITY PARTNERS LLC | MEMBER | 04/2020 | 50-75% |
| QUACKENBOS II TRUST | Domestic Entity | RADIAL EQUITY CAPITAL LLC | SOLE MEMBER | 04/2020 | > 75% |
| CARPENTER, PHILIP, MOORE | Individual | QUACKENBOS II TRUST | INVESTMENT ADVISOR | 12/2012 | |
| FISH, LISA, ANN | Individual | QUACKENBOS II TRUST | TRUSTEE | 12/2012 | |
| CARPENTER, JASMINE, CHANG | Individual | QUACKENBOS II TRUST | TRUSTEE | 12/2012 | |
| QUACKENBOS III TRUST | Domestic Entity | RADIAL EQUITY MANAGEMENT LLC | SOLE MEMBER | 12/2015 | > 75% |
| CARPENTER, PHILIP, MOORE | Individual | QUACKENBOS III TRUST | INVESTMENT ADVISOR & TRUSTEE | 12/2015 | |
| FISH, LISA, ANN | Individual | QUACKENBOS III TRUST | TRUSTEE | 12/2015 |