PERCHERON CAPITAL
PERCHERON INVESTMENT MANAGEMENT LP Legal Name
Adviser information for PERCHERON CAPITAL 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 44 |
|---|---|
| Investment Advisory/Research | 37 |
| 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 | 12 | $3.1B |
| Non-Discretionary | 0 | $0 |
| Total | 12 | $3.1B |
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 | 12 | $3.1B |
| 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 | 801-120395 |
|---|---|
| SEC ERA File Number | 801-120395 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312004 |
| Legal Entity Identifier | None |
Principal Office
ONE LETTERMAN DRIVE, BUILDING C, SUITE CP-500THE PRESIDIO OF SAN FRANCISCO
SAN FRANCISCO
CA
United States
Monday - Friday, 9AM-5PM
Tel: (415)738-4340, Fax: None
Chief Compliance Officer
DANA KIBLER
CHIEF ADMINISTRATIVE OFFICER
ONE LETTERMAN DRIVE, BUILDING C, SUITE CP-500
THE PRESIDIO OF SAN FRANCISCO
SAN FRANCISCO
CA
United States
Tel:
(415)738-4340
D******@************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER LAWLER
CO-FOUNDER AND MANAGING PARTNER
ONE LETTERMAN DRIVE, BUILDING C, SUITE CP-500
THE PRESIDIO OF SAN FRANCISCO
SAN FRANCISCO
CA
United States
Tel:
(203) 969-5280
C******@************M
(Full email address available in API data)
Industry Affiliates
| PERCHERON CAPITAL FUND I GP LP | Sponsor, GP, manager of pooled investment vehicles |
| PERCHERON CAPITAL FUND II GP LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PERCHERON CAPITAL FUND I EXECUTIVE LP | Private Equity Fund | $7.6M | $0.0M | 8 |
| PERCHERON CAPITAL FUND I LP | Private Equity Fund | $881.7M | $5.0M | 40 |
| PERCHERON CAPITAL FUND I-A LP | Private Equity Fund | $104.8M | $5.0M | 11 |
| PERCHERON CAPITAL FUND I-CI1 LP | Private Equity Fund | $80.8M | $0.0M | 1 |
| PERCHERON CAPITAL FUND I-CI1-A LP | Private Equity Fund | $18.8M | $0.0M | 1 |
| PERCHERON CAPITAL FUND I-CI2 LP | Private Equity Fund | $85.7M | $0.0M | 4 |
| PERCHERON CAPITAL FUND I-CI2-A LP | Private Equity Fund | $8.0M | $0.0M | 1 |
| PERCHERON CAPITAL FUND I-CI3 LP | Private Equity Fund | $158.6M | $0.0M | 1 |
| PERCHERON CAPITAL FUND I-CI4 LP | Private Equity Fund | $29.3M | $0.0M | 1 |
| PERCHERON CAPITAL FUND II CI1 LP | Private Equity Fund | $0.0M | $0.0M | 4 |
| PERCHERON CAPITAL FUND II LP | Private Equity Fund | $33.1M | $10.0M | 69 |
| PERCHERON CAPITAL FUND II-A LP | Private Equity Fund | $14.1M | $10.0M | 26 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PERCHERON INVESTMENT MANAGEMENT GP LLC | Domestic Entity | – | GENERAL PARTNER | 06/2020 | < 5% |
| COLLINS, CHRISTOPHER, JOHN | Individual | – | CO-FOUNDER, MANAGING PARTNER AND LIMITED PARTNER | 06/2020 | 50-75% |
| LAWLER, CHRISTOPHER, RICHARD | Individual | – | CO-FOUNDER, MANAGING PARTNER AND LIMITED PARTNER | 06/2020 | 50-75% |
| ABBOTT, AMY, HUFFT | Individual | – | CHIEF FINANCIAL OFFICER | 05/2021 | < 5% |
| COLLINS, CHRISTOPHER, JOHN | Individual | PERCHERON INVESTMENT MANAGEMENT GP LLC | MEMBER | 06/2020 | 50-75% |
| LAWLER, CHRISTOPHER, RICHARD | Individual | PERCHERON INVESTMENT MANAGEMENT GP LLC | MEMBER | 06/2020 | 50-75% |
| KIBLER, DANA, MULLINS | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | 09/2023 | < 5% |