BHARCAP PARTNERS, LLC
Adviser information for BHARCAP PARTNERS, LLC 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| 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 | $159.6M |
| Non-Discretionary | 1 | $1.4B |
| Total | 5 | $1.6B |
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 | $159.6M |
| 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 | <5 | $1.4B |
| 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 | 1 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO MANAGEMENT FOR A SEPARATELY MANAGED ACCOUNT |
|---|---|
| Compensation | % of AUMPerformance-based feesACQUISITION, DISPOSITION, AND MONITORING FEES |
Identifiers
| SEC RIA File Number | 801-126545 |
|---|---|
| SEC ERA File Number | 801-126545 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315679 |
| Legal Entity Identifier | None |
Principal Office
165 MASON STREET2ND FLOOR
GREENWICH
CT
United States
Monday - Friday, 9AM-5PM
Tel: 203-489-7770, Fax: None
Chief Compliance Officer
LARGIM VINCA
CHIEF FINANCIAL OFFICER
165 MASON STREET
2ND FLOOR
GREENWICH
CT
United States
Tel:
203-489-7773
Fax:
203-717-5220
C*********@**********M
(Full email address available in API data)
Regulatory Contact
BHARATH SRIKRISHNAN
CEO, MANAGING PARTNER
165 MASON ST
2ND FLOOR
GREENWICH
CT
United States
Tel:
203-489-7771
C*********@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BHARCAP ACQUISITION II-A, LP | Private Equity Fund | $29.2M | $0.0M | 3 |
| BHARCAP ACQUISITION II, LP | Private Equity Fund | $90.2M | $0.0M | 38 |
| PNC ARCHER CO-INVEST, LP | Private Equity Fund | $35.1M | $0.0M | 2 |
| TCP CO-INVEST I, LP | Private Equity Fund | $5.2M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SRIKRISHNAN, BHARATH, THAMARAPU | Individual | – | CEO & MANAGING PARTNER | 02/2021 | < 5% |
| BHARCAP HOLDINGS LLC | Domestic Entity | – | MANAGING MEMBER | 02/2021 | > 75% |
| BHARCAP MANAGER LLC | Domestic Entity | BHARCAP MANAGEMENT LLC | MANAGING MEMBER | 09/2023 | > 75% |
| SRIKRISHNAN, BHARATH, THAMARAPU | Individual | BHARCAP MANAGER LLC | MANAGING MEMBER | 02/2021 | > 75% |
| VINCA, LARGIM | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 10/2023 | < 5% |
| BHARCAP MANAGEMENT LLC | Domestic Entity | BHARCAP HOLDINGS LLC | MANAGING MEMBER | 09/2023 | > 75% |