MIDBRIDGE ADVISORS LP
Adviser information for MIDBRIDGE ADVISORS LP last updated from Form ADV on February 2nd, 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 | 0 |
|---|---|
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $2 |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $2 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $2 |
| 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 | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129627 |
|---|---|
| SEC ERA File Number | 801-129627 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330056 |
| Legal Entity Identifier | None |
Principal Office
101 UNIVERSITY BOULEVARD, SUITE 310DENVER
CO
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 303-454-5453, Fax: None
Websites
Chief Compliance Officer
MIKE WEST
CHIEF FINANCIAL OFFICER
101 UNIVERSITY BOULEVARD, SUITE 310
DENVER
CO
United States
Tel:
303-454-5453
M****@********M
(Full email address available in API data)
Regulatory Contact
GARRETT FITZGERALD
PRINCIPAL
101 UNIVERSITY BOULEVARD, SUITE 310
DENVER
CO
United States
Tel:
303-454-5453
G**********@********M
(Full email address available in API data)
Industry Affiliates
| MBC EQUITY PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MBC EQUITY PARTNERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MBC SPV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN ABSOLUTE RETURN CREDIT FUND GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN ASSOCIATES IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN ASSOCIATES SPC, MIDOCEAN PARTNERS SEGREGATED PORTFOLIO II | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN ASSOCIATES SPC, MIDOCEAN PARTNERS SEGREGATED PORTFOLIO III | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN ASSOCIATES V, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN ASSOCIATES VI, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN CREDIT IDF GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN CREDIT OPPORTUNITY FUND GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN CREDIT PARTNERS | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN MULTI ASSET CREDIT FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN PARTNERS SPC | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN TACTICAL CREDIT FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN TACTICAL CREDIT FUND III GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN TACTICAL SOLUTIONS FUND GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN US ADVISOR HOLDINGS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MIDOCEAN US ADVISOR, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MILLENNIUM BRIDGE CAPITAL | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MILLENNIUM BRIDGE CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SENECA EQUITY PARTNERS, 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 |
|---|---|---|---|---|---|
| MIDOCEAN US ADVISOR, L.P. | Domestic Entity | – | MANAGER | 01/2024 | 10-25% |
| MIDOCEAN CREDIT PARTNERS | Domestic Entity | – | MANAGER | 01/2024 | 10-25% |
| MIDOCEAN MANAGER HOLDINGS, LP | Domestic Entity | MIDOCEAN US ADVISOR, L.P. | MANAGER | 10/2021 | > 75% |
| MIDOCEAN MANAGER HOLDINGS, LP | Domestic Entity | MIDOCEAN CREDIT PARTNERS | MANAGER | 10/2021 | > 75% |
| MILLENNIUM BRIDGE CAPITAL, LLC | Domestic Entity | – | MANAGER | 01/2024 | 50-75% |
| KNITT, BRIAN, DAVID | Individual | MILLENNIUM BRIDGE CAPITAL, LLC | MANAGER | 02/2021 | 25-50% |
| FITZGERALD, JOHN, PATRICK | Individual | MILLENNIUM BRIDGE CAPITAL, LLC | MANAGER | 02/2021 | 25-50% |
| MIDBRIDGE ADVISORS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 01/2024 | < 5% |
| WEST, MICHAEL, DANIEL | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 01/2024 | < 5% |