KIAN CAPITAL PARTNERS, LLC
Adviser information for KIAN CAPITAL PARTNERS, LLC last updated from Form ADV on March 25th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | North Carolina, United States |
Employees
Total Number of Employees | 17 |
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Investment Advisory/Research | 15 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 3 | $723.4M |
Non-Discretionary | 0 | $0 |
Total | 3 | $723.4M |
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 | 3 | $723.4M |
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 | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-129981 |
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SEC ERA File Number | 801-129981 |
SEC CIK Numbers | None |
SEC CRD Numbers | 329179 |
Legal Entity Identifier | None |
Principal Office
4201 CONGRESS STREETSUITE 440
CHARLOTTE
NC
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 704-943-2500, Fax: None
Chief Compliance Officer
DANIEL WHITCOMB
2 GRAND CENTRAL TOWER
140 EAST 45TH STREET, 29TH FLOOR
NEW YORK
NY
United States
Tel:
516.413.5234
D**************@************M
(Full email address available in API data)
Regulatory Contact
CHARLIE EDMONDSON
CHIEF FINANCIAL OFFICER
4201 CONGRESS STREET
SUITE 440
CHARLOTTE
NC
United States
Tel:
(704) 943-2503
Industry Affiliates
KIAN GROWTH PARTNERS III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
KIAN MEZZANINE PARTNERS I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
KIAN MEZZANINE PARTNERS II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MCCARTHY, KEVIN, RICHARD | Individual | – | MEMBER AND MANAGER | 07/2021 | 50-75% |
CRAVEY, RICHARD, LEE | Individual | – | MEMBER AND MANAGER | 07/2021 | 50-75% |
EDMONDSON, CHARLES, BUCHANAN | Individual | – | CHIEF FINANCIALOFFICER | 07/2021 | < 5% |
WHITCOMB, DANIEL, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2023 | < 5% |