INTERLOCK EQUITY LP
Adviser information for INTERLOCK EQUITY LP 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 | 11 |
|---|---|
| Investment Advisory/Research | 9 |
| 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 | 3 | $414.1M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $414.1M |
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 | 3 | $414.1M |
| 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 | 801-128449 |
|---|---|
| SEC ERA File Number | 801-128449 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315618 |
| Legal Entity Identifier | None |
Principal Office
11911 SAN VICENTE BLVD.SUITE 310
LOS ANGELES
CA
United States
Monday - Friday, 8AM - 5PM
Tel: 310-598-1848, Fax: None
Chief Compliance Officer
ROB ZIELINSKI
MANAGING DIRECTOR
11911 SAN VICENTE BLVD.
SUITE 310
LOS ANGELES
CA
United States
Tel:
310-598-1848
R**@******************M
(Full email address available in API data)
Regulatory Contact
AUDREY LARIOS
DIRECTOR OF OPERATIONS
11911 SAN VICENTE BLVD.
SUITE 310
LOS ANGELES
CA
United States
Tel:
310-699-1058
A*****@******************M
(Full email address available in API data)
Industry Affiliates
| INTERLOCK GP I LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INTERLOCK EXECUTIVE FUND I LP | Private Equity Fund | $5.7M | $1.0M | 22 |
| INTERLOCK FUND I LP | Private Equity Fund | $98.5M | $5.0M | 26 |
| INTERLOCK FUND I-A LP | Private Equity Fund | $74.1M | $5.0M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INTERLOCK EQUITY LLC | Domestic Entity | – | GENERAL PARTNER | 01/2021 | < 5% |
| ZIELINSKI, ROBERT, AMES | Individual | – | LIMITED PARTNER; MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | 01/2021 | > 75% |
| OREND, MICHAEL, JAMES | Individual | – | MANAGING DIRECTOR | 01/2021 | 10-25% |
| JENSEN, STEFAN, MARK | Individual | – | MANAGING DIRECTOR | 01/2021 | 10-25% |
| ZIELINSKI, ROBERT, AMES | Individual | INTERLOCK EQUITY LLC | MANAGER | 01/2021 | > 75% |