STRIDE CONSUMER
STRIDE CONSUMER PARTNERS LLC Legal Name
Adviser information for STRIDE CONSUMER 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| 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 | 4 | $535.3M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $535.3M |
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 | 4 | $535.3M |
| 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 |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-119904 |
|---|---|
| SEC ERA File Number | 801-119904 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311501 |
| Legal Entity Identifier | None |
Principal Office
332 CONGRESS STREET5TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8 AM - 5 PM
Tel: (781) 208-7375, Fax: None
Chief Compliance Officer
COLLEEN LOVE
332 CONGRESS STREET
5TH FLOOR
BOSTON
MA
United States
Tel:
617-686-1760
C******@*****************M
(Full email address available in API data)
Industry Affiliates
| STRIDE CONSUMER FUND I GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| STRIDE CONSUMER CHOMPS COINVEST, L.P. | Private Equity Fund | $48.1M | $0.0M | 7 |
| STRIDE CONSUMER FUND I COINVEST, L.P. | Private Equity Fund | $22.7M | $5.0M | 2 |
| STRIDE CONSUMER FUND I, L.P. | Private Equity Fund | $460.3M | $5.0M | 38 |
| STRIDE FAMILY INVESTMENTS, L.P. | Private Equity Fund | $4.2M | $0.0M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERG, STEVEN, THOMAS | Individual | – | MANAGING PARTNER | 09/2020 | 50-75% |
| LOVE, COLLEEN, PATRICIA | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2020 | < 5% |
| Hill, Juan Marcos | Individual | – | MANAGING PARTNER | 09/2020 | 10-25% |
| BURKE, TIMOTHY, PATRICK | Individual | – | MANAGING PARTNER | 09/2020 | 10-25% |