ELEPHANT

JAHD MANAGEMENT COMPANY, LLC Legal Name

Adviser information for ELEPHANT last updated from Form ADV on March 27th, 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 22
Investment Advisory/Research 13
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 13 $2.9B
Non-Discretionary 0 $0
Total 13 $2.9B

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 13 $2.9B
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 801-124764
SEC ERA File Number 801-124764
SEC CIK Numbers None
SEC CRD Numbers 282189
Legal Entity Identifier None

Principal Office

8 NEWBURY STREET
6TH FLOOR
BOSTON
MA
United States
Monday - Friday, 9AM-5PM
Tel: 617-455-1297, Fax: None

Chief Compliance Officer

PATRICK CAMMARATA
CHIEF OPERATING OFFICER
8 NEWBURY STREET
6TH FLOOR
BOSTON
MA
United States
Tel: 617-455-1297
(Full email address available in API data)

Industry Affiliates

2023 EPV GP, LLC Sponsor, GP, manager of pooled investment vehicles
ELEPHANT PARTNERS GP I, LLC Sponsor, GP, manager of pooled investment vehicles
ELEPHANT PARTNERS GP II, LLC Sponsor, GP, manager of pooled investment vehicles
ELEPHANT PARTNERS GP III, LLC Sponsor, GP, manager of pooled investment vehicles
ELEPHANT PARTNERS GP IV, LLC Sponsor, GP, manager of pooled investment vehicles
ELEPHANT PARTNERS GP V, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
2023 EPV L.P. Hedge Fund $22.4M $0.0M 3
ELEPHANT PARTNERS 2019 SPV-A, L.P. Venture Capital Fund $95.5M $0.0M 14
ELEPHANT PARTNERS 2019 SPV-B, L.P. Venture Capital Fund $16.1M $0.0M 10
ELEPHANT PARTNERS I, L.P. Venture Capital Fund $337.5M $0.0M 73
ELEPHANT PARTNERS II-B, L.P. Venture Capital Fund $51.2M $0.0M 18
ELEPHANT PARTNERS II, L.P. Venture Capital Fund $456.9M $0.0M 68
ELEPHANT PARTNERS III-B, L.P. Venture Capital Fund $63.6M $0.0M 27
ELEPHANT PARTNERS III, L.P. Venture Capital Fund $415.9M $0.0M 75
ELEPHANT PARTNERS IV-B, L.P. Venture Capital Fund $79.2M $0.0M 33
ELEPHANT PARTNERS IV, L.P. Venture Capital Fund $513.9M $0.0M 116
ELEPHANT PARTNERS SPV-A, L.P. Venture Capital Fund $82.9M $0.0M 17
ELEPHANT PARTNERS V-B, L.P. Venture Capital Fund $131.6M $0.0M 49
ELEPHANT PARTNERS V, L.P. Venture Capital Fund $670.0M $0.0M 226

Control Persons

Name Type Entity Title Since Ownership
DALY, JEREMIAH Individual MANAGING MEMBER 10/2015 50-75%
HUNT, ANDREW, MARTIN Individual MANAGING MEMBER 10/2015 50-75%
CAMMARATA, PATRICK, JOHN Individual CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 04/2016 < 5%

No. Employees, Historic

3015020222023202420250 on 3/28/202221 on 3/30/202322 on 3/27/2024

RAUM, Historic

3B2B02023202420252657830559 on 3/30/20232936759233 on 3/27/2024

No. Clients, Historic

2010020222023202420250 on 3/28/20229 on 3/30/202313 on 3/27/2024