ALLIED INDUSTRIAL PARTNERS
AIP MANAGEMENT LP Legal Name
Adviser information for ALLIED INDUSTRIAL PARTNERS last updated from Form ADV on March 28th, 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 | 12 |
|---|---|
| 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 | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $521.4M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $521.4M |
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 | 5 | $521.4M |
| 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 | 5 |
| 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 | 801-128413 |
|---|---|
| SEC ERA File Number | 801-128413 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322494 |
| Legal Entity Identifier | None |
Principal Office
4909 BISSONNET STREETHOUSTON
TX
United States
Monday - Friday, 9AM-5PM
Tel: 832-415-9055, Fax: None
Chief Compliance Officer
ANJALI AGARWAL
VICE PRESIDENT OF FINANCE & ACCOUNTING
4909 BISSONNET STREET
HOUSTON
TX
United States
Tel:
832-415-9055
A*******@********M
(Full email address available in API data)
Regulatory Contact
PHILIP B. WRIGHT
4909 BISSONNET STREET
HOUSTON
TX
United States
Tel:
832-415-9055
P******@********M
(Full email address available in API data)
Industry Affiliates
| AIP EIS GP LP | Sponsor, GP, manager of pooled investment vehicles |
| AIP MT GP LP | Sponsor, GP, manager of pooled investment vehicles |
| AIP WALL GP LP | Sponsor, GP, manager of pooled investment vehicles |
| AIP WASTE GP LP | Sponsor, GP, manager of pooled investment vehicles |
| CES GP LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AIP CES LP | Private Equity Fund | $232.7M | $0.1M | 15 |
| AIP EIS LP | Private Equity Fund | $15.8M | $0.0M | 20 |
| AIP MT LP | Private Equity Fund | $13.8M | $0.1M | 26 |
| AIP WE LP | Private Equity Fund | $163.9M | $0.1M | 42 |
| AIP WR LP | Private Equity Fund | $95.0M | $0.0M | 54 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROSSI, BRADFORD, BRENDT | Individual | – | MANAGING PARTNER | 03/2019 | 50-75% |
| WRIGHT, PHILIP | Individual | – | MANAGING PARTNER | 03/2019 | 50-75% |
| ALLIED INDUSTRIAL PARTNERS LLC | Domestic Entity | – | GENERAL PARTNER | 03/2019 | < 5% |
| ROSSI, BRADFORD, BRENDT | Individual | ALLIED INDUSTRIAL PARTNERS LLC | MANAGING MEMBER | 03/2019 | 50-75% |
| WRIGHT, PHILIP | Individual | ALLIED INDUSTRIAL PARTNERS LLC | MANAGING MEMBER | 03/2019 | 50-75% |
| AGARWAL, ANJALI | Individual | – | VP OF FINANCE & ACCOUNTING, CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |
| RICH, ALEXANDER | Individual | – | MANAGING PARTNER | 02/2024 | < 5% |