ANZU PARTNERS, LLC

Adviser information for ANZU PARTNERS, LLC last updated from Form ADV on March 22nd, 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 Florida, United States

Employees

Total Number of Employees 62
Investment Advisory/Research 10
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 19 $1.0B
Non-Discretionary 0 $0
Total 19 $1.0B

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 19 $1.0B
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 16

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-119315
SEC ERA File Number 801-119315
SEC CIK Numbers None
SEC CRD Numbers 288985
Legal Entity Identifier None

Principal Office

12610 RACE TRACK ROAD
SUITE 250
TAMPA
FL
United States
Monday - Friday, 9 A.M. TO 6 P.M.
Tel: 202 742 5870, Fax: 813 814 9898

Chief Compliance Officer

DEBRAH HERMAN
CHIEF FINANCIAL OFFICER
12610 RACE TRACK ROAD
SUITE 250
TAMPA
FL
United States
Tel: 813 917 7733
Fax: 813 814 9898
(Full email address available in API data)

Industry Affiliates

ANZU INDUSTRIAL CAPITAL PARTNERS GP, LLC Sponsor, GP, manager of pooled investment vehicles
ANZU INDUSTRIAL CAPITAL PARTNERS II GP, LLC Sponsor, GP, manager of pooled investment vehicles
ANZU INDUSTRIAL CAPITAL PARTNERS III GP, LLC Sponsor, GP, manager of pooled investment vehicles
ANZU RBI MEZZANINE PREFERRED GP, LLC Sponsor, GP, manager of pooled investment vehicles
DAVID SELDIN Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
AICP I LIMITED Venture Capital Fund $66.9M $0.0M 22
AICP II LIMITED Venture Capital Fund $38.5M $0.0M 21
AICP III L.P. Venture Capital Fund $55.6M $0.0M 8
ANZU 6K 2021, L.P. Venture Capital Fund $5.3M $0.0M 22
ANZU 6K 2023, L.P. Venture Capital Fund $35.2M $0.0M 13
ANZU 6K II, L.P. Venture Capital Fund $1.6M $0.0M 26
ANZU 6K SERIES C, L.P. Venture Capital Fund $3.7M $0.0M 17
ANZU AMASTAN, L.P. Venture Capital Fund $23.2M $0.0M 32
ANZU INDUSTRIAL CAPITAL PARTNERS II QP, L.P. Venture Capital Fund $42.6M $0.0M 3
ANZU INDUSTRIAL CAPITAL PARTNERS II, L.P. Venture Capital Fund $180.7M $0.0M 93
ANZU INDUSTRIAL CAPITAL PARTNERS III QP, L.P. Venture Capital Fund $171.2M $0.0M 61
ANZU INDUSTRIAL CAPITAL PARTNERS III, L.P. Venture Capital Fund $18.3M $0.0M 30
ANZU INDUSTRIAL CAPITAL PARTNERS, L.P. Venture Capital Fund $289.0M $0.0M 93
ANZU INDUSTRIAL FUND I ANNEX L.P. Venture Capital Fund $31.2M $0.0M 55
ANZU INTERVENN SERIES C, L.P. Venture Capital Fund $12.3M $0.0M 34
ANZU RBI MEZZANINE PREFERRED LLC Venture Capital Fund $0.3M $0.0M 18
ANZU RENEGADE LLC Venture Capital Fund $4.0M $0.0M 7
ANZU SPAC CAPITAL I LLC Venture Capital Fund $28.4M $0.0M 24
ANZU SPAC GP I LLC Venture Capital Fund $30.6M $0.0M 19

Control Persons

Name Type Entity Title Since Ownership
MICHAEL, DAVID, CARR Individual MANAGING MEMBER 06/2016 < 5%
SELDIN, DAVID Individual MANAGING MEMBER 09/2014 50-75%
HARING-SMITH, WHITNEY, PATRICK Individual MANAGING MEMBER 09/2014 50-75%
HERMAN, DEBRAH, COHEN Individual CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER 01/2016 < 5%

No. Employees, Historic

804002020202120222023202420250 on 7/20/202051 on 3/31/202151 on 4/28/202178 on 3/31/202278 on 6/17/202263 on 3/20/202362 on 3/22/2024

RAUM, Historic

2B1B020212022202320242025405526534 on 3/31/2021381941834 on 4/28/2021933756117 on 3/31/20221030581474 on 6/17/2022974925553 on 3/20/20231038441111 on 3/22/2024

No. Clients, Historic

201002020202120222023202420250 on 7/20/202017 on 3/31/202112 on 4/28/202119 on 3/31/202218 on 6/17/202217 on 3/20/202319 on 3/22/2024