CAVU CONSUMER PARTNERS, LLC
Adviser information for CAVU CONSUMER PARTNERS, LLC last updated from Form ADV on March 29th, 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 | 17 |
|---|---|
| Investment Advisory/Research | 8 |
| 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 | 16 | $1.3B |
| Non-Discretionary | 0 | $0 |
| Total | 16 | $1.3B |
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 | 16 | $1.3B |
| 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 | 801-120003 |
|---|---|
| SEC ERA File Number | 801-120003 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281535 |
| Legal Entity Identifier | None |
Principal Office
515 WEST 20TH STREETSUITE 4W
NEW YORK
NY
United States
Monday - Friday, 9AM - 5PM ET
Tel: 212-716-2673, Fax: None
Chief Compliance Officer
BELLA FILER
CFO
515 WEST 20TH STREET
SUITE 4W
NEW YORK
NY
United States
Tel:
212-716-2673
B****@***************M
(Full email address available in API data)
Regulatory Contact
BRETT THOMAS
MANAGING PARTNER
1453 3RD STREET PROMENADE STE 310
SANTA MONICA
CA
United States
Tel:
212-716-2673
B****@***************M
(Full email address available in API data)
Industry Affiliates
| BTD GP LP | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS FD GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS GP I, LP | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS GP II, LP | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS GP III, LP | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CAVU VENTURE PARTNERS GP IV, LP | Sponsor, GP, manager of pooled investment vehicles |
| CCC INVESTOR GROUP MANAGER LP | Sponsor, GP, manager of pooled investment vehicles |
| CCC INVESTOR GROUP ULTIMATE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AGN INVESTORS LLC | Venture Capital Fund | $3.1M | $0.0M | 14 |
| CAVU VENTURE PARTNERS FD LP | Venture Capital Fund | $19.6M | $0.8M | 4 |
| CAVU VENTURE PARTNERS I AIV, LP | Venture Capital Fund | $0.5M | $0.0M | 124 |
| CAVU VENTURE PARTNERS I, LP | Venture Capital Fund | $48.8M | $0.0M | 136 |
| CAVU VENTURE PARTNERS II, LP | Venture Capital Fund | $344.9M | $0.1M | 121 |
| CAVU VENTURE PARTNERS III, LP | Venture Capital Fund | $374.8M | $0.1M | 132 |
| CAVU VENTURE PARTNERS IV, LP | Venture Capital Fund | $313.5M | $0.1M | 116 |
| CAVU VENTURE PARTNERS TM LLC | Venture Capital Fund | $3.3M | $0.0M | 9 |
| CAVU VENTURE PARTNERS WP LLC | Venture Capital Fund | $75.4M | $0.1M | 31 |
| CCC INVESTOR GROUP LLC | Venture Capital Fund | $8.7M | $0.0M | 21 |
| CHA INVESTORS LLC | Venture Capital Fund | $62.8M | $0.0M | 37 |
| GFR INVESTORS II LLC | Venture Capital Fund | $0.3M | $0.1M | 13 |
| GFR INVESTORS LLC | Venture Capital Fund | $0.0M | $0.0M | 12 |
| OBS INVESTORS LP | Venture Capital Fund | $3.6M | $0.0M | 15 |
| RGN INVESTORS LLC | Venture Capital Fund | $0.4M | $0.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THOMAS, BRETT, JONATHAN | Individual | – | MANAGING PARTNER | 06/2015 | 50-75% |
| OZA, ROHAN, ASHOK | Individual | – | MANAGING PARTNER | 06/2015 | 50-75% |
| FILER, BELLA, NMN | Individual | – | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | 03/2016 | < 5% |