KINZIE CAPITAL PARTNERS
KINZIE CAPITAL PARTNERS LP Legal Name
Adviser information for KINZIE CAPITAL PARTNERS last updated from Form ADV on March 26th, 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 | 13 |
|---|---|
| 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 | 7 | $232.0M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $232.0M |
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 | 7 | $232.0M |
| 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 feesTRANSACTION FEES |
Identifiers
| SEC RIA File Number | 801-124869 |
|---|---|
| SEC ERA File Number | 801-124869 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305445 |
| Legal Entity Identifier | None |
Principal Office
20 N. CLARK STREET36TH FLOOR
CHICAGO
IL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 312-809-2490, Fax: None
Chief Compliance Officer
SUZANNE YOON
MANAGING PARTNER
20 N. CLARK STREET
36TH FLOOR
CHICAGO
IL
United States
Tel:
312-809-2490
S***********@***********M
(Full email address available in API data)
Regulatory Contact
KATIE STANTON
VICE PRESIDENT OF FINANCE
20 N. CLARK STREET
36TH FLOOR
CHICAGO
IL
United States
Tel:
312-809-2727
K************@***********M
(Full email address available in API data)
Industry Affiliates
| KINZIE CAPITAL GROUP LLC | Sponsor, GP, manager of pooled investment vehicles |
| KINZIE CAPITAL II LP | Sponsor, GP, manager of pooled investment vehicles |
| KINZIE CAPITAL LLC | Sponsor, GP, manager of pooled investment vehicles |
| KINZIE UGP II LLC | Sponsor or syndicator of limited partnerships |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BAI\LE II LLC | Private Equity Fund | $8.9M | $0.1M | 53 |
| BAILE LLC | Private Equity Fund | $28.5M | $0.1M | 38 |
| EITLEAN LLC | Private Equity Fund | $14.4M | $0.1M | 47 |
| KINZIE CO-INVEST FUND L.P. | Private Equity Fund | $22.2M | $0.0M | 81 |
| KINZIE FUND II-A, LP | Private Equity Fund | $29.1M | $5.0M | 13 |
| KINZIE FUND II, LP | Private Equity Fund | $123.4M | $5.0M | 82 |
| LAMPA LLC | Private Equity Fund | $15.6M | $0.1M | 35 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| YOON, SUZANNE, SUNHEE | Individual | SUZANNE S YOON REVOCABLE TRUST | TRUSTEE OF SUZANNE S YOON REVOCABLE TRUST | 11/2018 | |
| YOON, SUZANNE, SUNHEE | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2016 | < 5% |
| NAMKUNG, DAVID, CHU | Individual | – | HEAD OF PORTFOLIO OPERATIONS; LIMITED PARTNER | 08/2017 | 25-50% |
| KINZIE CAPITAL GROUP LLC | Domestic Entity | – | GENERAL PARTNER | 09/2022 | < 5% |
| SUZANNE S YOON REVOCABLE TRUST | Domestic Entity | – | LIMITED PARTNER | 09/2022 | 50-75% |
| YOON MOLLOY TRUST | Domestic Entity | – | LIMITED PARTNER | 09/2022 | 10-25% |
| YOON, SUZANNE, SUNHEE | Individual | – | TRUSTEE OF SUZANNE YOON REVOCABLE TRUST; TRUSTEE OF YOON MOLLOY TRUST | 05/2020 | < 5% |
| SUZANNE S YOON REVOCABLE TRUST | Domestic Entity | KINZIE CAPITAL GROUP LLC | MANAGER; MEMBER | 11/2018 | > 75% |