E2P
ENTREPRENEURIAL EQUITY PARTNERS, L.P. Legal Name
Adviser information for E2P 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 | 17 |
|---|---|
| Investment Advisory/Research | 13 |
| 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 | 7 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $1.7B |
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 | 7 | $1.7B |
| 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 | 14 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO COMPANY MANAGEMENT SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-119166 |
|---|---|
| SEC ERA File Number | 801-119166 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300436 |
| Legal Entity Identifier | None |
Principal Office
353 N. CLARKSUITE 1850
CHICAGO
IL
United States
Monday - Friday, 8 AM - 5 PM
Tel: 312-872-0030, Fax: None
Chief Compliance Officer
MATT SCHICK
CHIEF FINANCIAL OFFICER
353 N. CLARK
SUITE 1850
CHICAGO
IL
United States
Tel:
312-872-0039
M**********@*************M
(Full email address available in API data)
Regulatory Contact
MARK BURGETT
MANAGING PARTNER
353 N. CLARK STREET
SUITE 1850
CHICAGO
IL
United States
Tel:
312-872-0032
M***********@*************M
(Full email address available in API data)
Industry Affiliates
| ENTREPRENEURIAL EQUITY PARTNERS FUND I GP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ENTREPRENEURIAL EQUITY PARTNERS FUND I GP NON-U.S. AIV, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ENTREPRENEURIAL EQUITY PARTNERS FUND II GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| E2P FUND I THIRST CO-INVEST, L.P. | Private Equity Fund | $40.5M | $0.0M | 2 |
| E2P FUND II BSFM CO-INVEST, L.P. | Private Equity Fund | $147.5M | $0.0M | 14 |
| E2P FUND II INVESTMENTS, L.P. | Private Equity Fund | $76.5M | $0.0M | 2 |
| ENTREPRENEURIAL EQUITY PARTNERS F&F I, L.P. | Private Equity Fund | $95.8M | $0.0M | 24 |
| ENTREPRENEURIAL EQUITY PARTNERS FUND I SLFB CO-INVEST, L.P. | Private Equity Fund | $14.3M | $0.0M | 1 |
| ENTREPRENEURIAL EQUITY PARTNERS FUND I, L.P. | Private Equity Fund | $791.9M | $5.0M | 31 |
| ENTREPRENEURIAL EQUITY PARTNERS FUND II, L.P. | Private Equity Fund | $538.3M | $5.0M | 34 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ENTREPRENEURIAL EQUITY PARTNERS, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2018 | < 5% |
| FRALEIGH, CHRISTOPHER, JOHN | Individual | – | MANAGING PARTNER; LIMITED PARTNER | 12/2018 | 25-50% |
| BURGETT, MARK, RAYMOND | Individual | – | MANAGING PARTNER; LIMITED PARTNER | 12/2018 | 50-75% |
| FRALEIGH, CHRISTOPHER, JOHN | Individual | ENTREPRENEURIAL EQUITY PARTNERS, LLC | MANAGING MEMBER | 04/2018 | 25-50% |
| BURGETT, MARK, RAYMOND | Individual | ENTREPRENEURIAL EQUITY PARTNERS, LLC | MANAGING MEMBER | 04/2018 | 50-75% |
| SCHICK, MATTHEW, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 07/2023 | < 5% |
| KILARSKI, LEANN, KAY | Individual | – | CHIEF OPERATING OFFICER | 01/2024 | < 5% |