ANAGENESIS CAPITAL PARTNERS, LLC
Adviser information for ANAGENESIS CAPITAL PARTNERS, LLC last updated from Form ADV on March 1st, 2023. 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 | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| 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 | 2 | $282.5M |
| Non-Discretionary | 1 | $36.6M |
| Total | 3 | $319.1M |
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 | 2 | $282.5M |
| 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 | <5 | $36.6M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO MANAGEMENT FOR SMA |
|---|---|
| Compensation | % of AUMPerformance-based feesADMINISTRATIVE FEES |
Identifiers
| SEC RIA File Number | 801-120261 |
|---|---|
| SEC ERA File Number | 801-120261 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311104 |
| Legal Entity Identifier | None |
Principal Office
515 NORTH FLAGLER DRIVESUITE 260
WEST PALM BEACH
FL
United States
Monday - Friday, 9AM - 5PM
Tel: 646-661-4014, Fax: None
Chief Compliance Officer
ERIK DOLAN
CCO
515 NORTH FLAGLER DRIVE
SUITE 260
WEST PALM BEACH
FL
United States
Tel:
3015207549
E*********@************M
(Full email address available in API data)
Regulatory Contact
AVERY DEBIASI
CHIEF FINANCIAL OFFICER
515 NORTH FLAGLER DRIVE
SUITE 260
WEST PALM BEACH
FL
United States
Tel:
(646) 492 5210
A*******@***************M
(Full email address available in API data)
Industry Affiliates
| ACP SBIC FUND GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| A-GENESIS CO-INVESTMENT, LLC | CO-INVESTMENT | $32.6M | $0.0M | 3 |
| ANAGENESIS CAPITAL PARTNERS SBIC FUND, L.P. | SBIC | $190.8M | $0.0M | 26 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DeBiasi, Avery, Ann | Individual | – | CHIEF FINANCIAL OFFICER | 05/2020 | < 5% |
| BEEBEE MANAGEMENT CORP LLC | Domestic Entity | – | OWNER | 12/2020 | 50-75% |
| GHC VOYAGES CORP LLC | Domestic Entity | – | OWNER | 12/2020 | 50-75% |
| BRENSINGER, MELANIE, DIANE | Individual | BEEBEE MANAGEMENT CORP LLC | MANAGING MEMBER | 12/2020 | > 75% |
| Chaney, Gerald, Michael | Individual | GHC VOYAGES CORP LLC | MANAGING MEMBER | 12/2020 | > 75% |
| BRENSINGER, MELANIE, DIANE | Individual | – | MANAGING PARTNER | 04/2015 | < 5% |
| Chaney, Gerald, Michael | Individual | – | MANAGING PARTNER | 04/2015 | < 5% |
| DOLAN, ERIK, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2021 | < 5% |