CHOREO PARTNER ALLIANCE, LLC
Adviser information for CHOREO PARTNER ALLIANCE, LLC 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | Selection of other advisers (including private fund managers) |
|---|---|
| Compensation | SOLICITOR FEES |
Identifiers
| SEC RIA File Number | 801-127852 |
|---|---|
| SEC ERA File Number | 801-127852 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325238 |
| Legal Entity Identifier | None |
Principal Office
6735 VISTAGREEN WAYSUITE 110
ROCKFORD
IL
United States
Monday - Friday, 8A-5P
Tel: 312-702-1680, Fax: None
Websites
Chief Compliance Officer
LISA MARIE TAMBURINI
CCO & GENERAL COUNSEL
6735 VISTAGREEN WAY
SUITE 110
ROCKFORD
IL
United States
Tel:
612-699-0292
L*************@*****************M
(Full email address available in API data)
Regulatory Contact
BRITTANY MACKOWIAK
COMPLIANCE MANAGER
6735 VISTAGREEN WAY
SUITE 110
ROCKFORD
IL
United States
Tel:
612-699-0121
B*****************@*****************M
(Full email address available in API data)
Industry Affiliates
| CHOREO INSURANCE AGENCY, LLC | Insurance company or agency |
| CHOREO, LLC | Other investment adviser, including financial planners |
| PCP PARTNERS VI, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PCP VI GP HOLDINGS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DOWLER, GREGORY, SCOTT | Individual | – | CHIEF OPERATING OFFICER | 01/2023 | < 5% |
| TAMBURINI, LISA, MARIE | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
| BLAIR, GREGORY, WAYNE | Individual | – | CHIEF INFORMATION OFFICER | 01/2023 | < 5% |
| ENGLISH, DAVID, EMERY | Individual | – | CHIEF FINANCIAL OFFICER | 01/2023 | < 5% |
| MILES, LAWRENCE, KENNETH | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2023 | < 5% |
| FOX-FOLEY, MARISSA, CLAIRE | Individual | – | CHIEF MARKETING OFFICER | 01/2023 | < 5% |
| COMPASS PARENT, L.P. | Domestic Entity | – | MEMBER | 01/2023 | > 75% |
| PCP PARTNERS VI, L.P. | Domestic Entity | PARTHENON INVESTORS VI, L.P. | GENERAL PARTNER | 01/2023 | |
| PCP VI GP HOLDINGS, LLC | Domestic Entity | COMPASS PARENT, L.P. | GENERAL PARTNER | 01/2023 | |
| PARTHENON INVESTORS VI, L.P. | Domestic Entity | COMPASS PARENT, L.P. | LIMITED PARTNER | 01/2023 | 25-50% |
| PARTHENON INVESTORS VI PARALLEL, L.P. | Domestic Entity | COMPASS PARENT, L.P. | LIMITED PARTNER | 01/2023 | 25-50% |
| PCP PARTNERS VI, L.P. | Domestic Entity | PARTHENON INVESTORS VI PARALLEL, L.P. | GENERAL PARTNER | 01/2023 | |
| BARTLETT, CRAIG, JAMES | Individual | – | SENIOR VICE PRESIDENT OF ADVISORS | 07/2023 | < 5% |
| GOTLIN, MATTHEW, ARI | Individual | – | CHIEF INVESTMENT OFFICER | 11/2023 | < 5% |
| Lee, Karen | Individual | – | CHIEF GROWTH OFFICER | 09/2023 | < 5% |