EGIS CAPITAL PARTNERS LP
Adviser information for EGIS CAPITAL PARTNERS 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 | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| 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 | 4 | $115.0M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $115.0M |
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 | 4 | $115.0M |
| 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 fees |
Identifiers
| SEC RIA File Number | 801-126296 |
|---|---|
| SEC ERA File Number | 801-126296 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306123 |
| Legal Entity Identifier | None |
Principal Office
35 BEECHWOOD RDSUITE 2A
SUMMIT
NJ
United States
Monday - Friday, BY APPOINTMENT
Tel: 973-994-0606, Fax: 908-897-0420
Chief Compliance Officer
ROBERT M. CHEFITZ
MANAGING PARTNER
35 BEECHWOOD RD
SUITE 2A
SUMMIT
NJ
United States
Tel:
973-994-0606
Fax:
908-897-0420
R*******@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EGIS CAPITAL FUND III LP | Private Equity Fund | $85.8M | $0.1M | 85 |
| EGIS CAPITAL FUND III NI LP | Private Equity Fund | $5.4M | $0.0M | 35 |
| EGIS SECURITY FUND II LP | Private Equity Fund | $13.6M | $0.0M | 95 |
| EGIS SENSERA HOLDINGS LLC | Private Equity Fund | $10.3M | $0.1M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Chefitz, Robert, Marc | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | 01/2008 | 25-50% |
| DiNoto, Christina, Marie | Individual | – | CHIEF ADMINISTRATIVE OFFICER | 01/2008 | < 5% |