ANDALUSIAN CREDIT PARTNERS, LLC
Adviser information for ANDALUSIAN CREDIT 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 | 15 |
|---|---|
| Investment Advisory/Research | 11 |
| 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 | 2 | $940,916 |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $940,916 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 1 | $940,916 |
| 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 | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128049 |
|---|---|
| SEC ERA File Number | 801-128049 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324744 |
| Legal Entity Identifier | None |
Principal Office
51 JOHN F. KENNEDY PARKWAYSHORT HILLS
NJ
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 973-314-3045, Fax: None
Chief Compliance Officer
CARL RIZZO
51 JOHN F. KENNEDY PARKWAY
SHORT HILLS
NJ
United States
Tel:
704-875-2868
C******@*******************M
(Full email address available in API data)
Industry Affiliates
| ANDALUSIAN ADVISORY, LP | Sponsor or syndicator of limited partnerships |
| ANDALUSIAN PRIVATE CAPITAL, LP | Other investment adviser, including financial planners |
| ANDALUSIAN SPV I GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| ANDALUSIAN SPV II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| ANDALUSIAN SPV III GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| ANDALUSIAN SPV IV GP, LP | 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 |
|---|---|---|---|---|---|
| RIZZO, CARL, MARION | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| BTG PACTUAL ASSET MANAGEMENT US , LLC | Domestic Entity | – | MEMBER | 06/2023 | 5-10% |
| BANCO BTG PACTUAL S.A. | Foreign Entity | BTG PACTUAL HOLDING INTERNACIONAL S.A. | OWNER | 07/2011 | > 75% |
| BTG PACTUAL HOLDINGS, S.A. | Foreign Entity | BTG PACTUAL HOLDING FINANCIERA LTDA. | OWNER | 05/2017 | > 75% |
| BTG PACTUAL HOLDING INTERNACIONAL S.A. | Foreign Entity | BTG PACTUAL UK HOLDCO LIMITED | OWNER | 12/2011 | > 75% |
| SAVASTA, NICHOLAS, JOSEPH | Individual | ANDALUSIAN CREDIT PARTNERS HOLD CO., LLC | MEMBER | 07/2023 | 25-50% |
| KAPLAN, JEFFREY, LOUIS | Individual | ANDALUSIAN CREDIT PARTNERS HOLD CO., LLC | MEMBER | 07/2023 | 25-50% |
| ANDALUSIAN CREDIT PARTNERS HOLD CO., LLC | Domestic Entity | ANDALUSIAN CREDIT PARTNERS INTERMEDIATE HOLD CO., LLC | MEMBER | 07/2023 | > 75% |
| ESTEVES, ANDRE, SANTOS | Individual | BTG PACTUAL G7 HOLDING S.A. | SHAREHOLDER | 06/2009 | 25-50% |
| Sallouti, Roberto, Balls | Individual | BTG PACTUAL G7 HOLDING S.A. | SHAREHOLDER | 11/2017 | 25-50% |
| BTG PACTUAL G7 HOLDING S.A. | Foreign Entity | BTG PACTUAL HOLDINGS, S.A. | OWNER | 11/2012 | 25-50% |
| BTG PACTUAL UK HOLDCO LIMITED | Foreign Entity | BTG PACTUAL NY CORPORATION | OWNER | 09/2015 | > 75% |
| BTG PACTUAL HOLDING FINANCIERA LTDA. | Foreign Entity | BANCO BTG PACTUAL S.A. | OWNER | 05/2017 | 50-75% |
| ANDALUSIAN CREDIT PARTNERS INTERMEDIATE HOLD CO., LLC | Domestic Entity | – | MEMBER | 07/2023 | > 75% |
| BTG PACTUAL NY CORPORATION | Domestic Entity | BTG PACTUAL ASSET MANAGEMENT US , LLC | MEMBER, MANAGING PARTNER | 12/2011 | > 75% |
| OLSON, TERRENCE, WILLIAM | Individual | – | CHIEF FINANCIAL OFFICER | 08/2023 | < 5% |