ANDALUSIAN PRIVATE CAPITAL, LP
Adviser information for ANDALUSIAN PRIVATE CAPITAL, LP 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 | 11 |
|---|---|
| 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 | 10 | $568.1M |
| Non-Discretionary | 17 | $1.1B |
| Total | 27 | $1.7B |
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 | $377.1M |
| 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 | 23 | $1.3B |
| 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 vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121317 |
|---|---|
| SEC ERA File Number | 801-121317 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313032 |
| Legal Entity Identifier | None |
Principal Office
51 JOHN F. KENNEDY PARKWAYSHORT HILLS
NJ
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: (973) 314-3050, Fax: None
Chief Compliance Officer
CARL RIZZO
51 JOHN F. KENNEDY PARKWAY
SHORT HILLS
NJ
United States
Tel:
704-817-1306
C******@*******************M
(Full email address available in API data)
Industry Affiliates
| ANDALUSIAN ADVISORY, LP | Sponsor or syndicator of limited partnerships |
| ANDALUSIAN CREDIT PARTNERS, LLC | Other investment adviser, including financial planners |
| ANDALUSIAN SPV I GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| ANDALUSIAN SPV II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| ANDALUSIAN SPV III GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| ANDALUSIAN SPV IV GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ANDALUSIAN SPV I, LP | Private Equity Fund | $200.0M | $0.0M | 30 |
| ANDALUSIAN SPV II, LP | Private Equity Fund | $83.8M | $0.0M | 19 |
| ANDALUSIAN SPV III, LP | Private Equity Fund | $90.0M | $0.0M | 13 |
| ANDALUSIAN SPV IV, LP | Private Equity Fund | $3.3M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SAVASTA, NICHOLAS, JOSEPH | Individual | – | CO-FOUNDER | 07/2020 | < 5% |
| KAPLAN, JEFFREY, LOUIS | Individual | – | CO-FOUNDER | 07/2020 | < 5% |
| ANDALUSIAN HOLDINGS LP | Domestic Entity | – | GENERAL PARTNER | 07/2020 | > 75% |
| ANDALUSIAN HOLDINGS FEEDER LP | Domestic Entity | ANDALUSIAN HOLDINGS LP | GENERAL PARTNER | 01/2021 | > 75% |
| ANDALUSIAN PRIVATE CAPITAL GP, LLC | Domestic Entity | ANDALUSIAN HOLDINGS LP | GENERAL PARTNER | 07/2020 | |
| SAVASTA, NICHOLAS, JOSEPH | Individual | ANDALUSIAN HOLDINGS FEEDER LP | OWNER | 01/2021 | 25-50% |
| KAPLAN, JEFFREY, LOUIS | Individual | ANDALUSIAN HOLDINGS FEEDER LP | OWNER | 01/2021 | 50-75% |
| SAVASTA, NICHOLAS, JOSEPH | Individual | ANDALUSIAN PRIVATE CAPITAL GP, LLC | OWNER | 07/2020 | 25-50% |
| KAPLAN, JEFFREY, LOUIS | Individual | ANDALUSIAN PRIVATE CAPITAL GP, LLC | OWNER | 07/2020 | 50-75% |
| RIZZO, CARL, MARION | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |