AVISTA CAPITAL PARTNERS
AVISTA CAPITAL HOLDINGS, L.P. Legal Name
Adviser information for AVISTA CAPITAL PARTNERS last updated from Form ADV on March 27th, 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 | 22 |
|---|---|
| Investment Advisory/Research | 17 |
| 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 | 13 | $4.8B |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $4.8B |
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 | 13 | $4.8B |
| 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 | 48 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
65 EAST 55TH STREET18TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 212-593-6900, Fax: 212-593-6951
Chief Compliance Officer
BENJAMIN SILBERT
GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
65 EAST 55TH STREET
18TH FLOOR
NEW YORK
NY
United States
Tel:
212-593-6958
Fax:
212-593-6959
S******@************M
(Full email address available in API data)
Regulatory Contact
JOHN CAFASSO
CHIEF FINANCIAL OFFICER
65 EAST 55TH STREET
18TH FLOOR
NEW YORK
NY
United States
Tel:
212-893-2076
Fax:
212-893-2077
C******@************M
(Full email address available in API data)
Industry Affiliates
| ACP III AIV GP, LTD | Sponsor, GP, manager of pooled investment vehicles |
| AVISTA CAPITAL PARTNERS IV GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AVISTA CAPITAL PARTNERS V GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AVISTA CAPITAL PARTNERS VI GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| AVISTA HEALTHCARE PARTNERS GP, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| SOMERSET INDUS CAPITAL PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SOMERSET INDUS CAPITAL PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACP ACROBAT CO-INVEST L.P. | Private Equity Fund | $0.5M | $0.1M | 18 |
| ACP CANOPY CO-INVEST LLC | Private Equity Fund | $82.4M | $0.1M | 12 |
| ACP CHARGER CO-INVEST LLC | Private Equity Fund | $247.7M | $0.1M | 28 |
| ACP HYPERDRIVE CO-INVEST LLC | Private Equity Fund | $118.1M | $0.1M | 21 |
| ACP NIMBLE CO-INVEST, LLC | Private Equity Fund | $76.5M | $0.1M | 4 |
| ACP ULYSSES CO-INVEST LLC | Private Equity Fund | $117.3M | $0.1M | 8 |
| AVISTA CAPITAL PARTNERS (OFFSHORE) IV, L.P. | Private Equity Fund | $318.3M | $10.0M | 36 |
| AVISTA CAPITAL PARTNERS (OFFSHORE) V, L.P. | Private Equity Fund | $1,047.8M | $10.0M | 27 |
| AVISTA CAPITAL PARTNERS IV, L.P. | Private Equity Fund | $316.2M | $10.0M | 62 |
| AVISTA CAPITAL PARTNERS V, L.P. | Private Equity Fund | $863.4M | $10.0M | 45 |
| AVISTA HEALTHCARE PARTNERS (OFFSHORE) VI, L.P. | Private Equity Fund | $648.5M | $10.0M | 27 |
| AVISTA HEALTHCARE PARTNERS VI, L.P. | Private Equity Fund | $915.3M | $10.0M | 40 |
| AVISTA HEALTHCARE PARTNERS, L.P. | Private Equity Fund | $4.2M | $10.0M | 30 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DEAN, THOMPSON, (NMN) | Individual | – | CHAIRMAN, AVISTA CAPITAL HOLDINGS, L.P. | 07/2005 | < 5% |
| BURGSTAHLER, DAVID, FREDERICK | Individual | – | CHIEF EXECUTIVE OFFICER, AVISTA CAPITAL HOLDINGS, L.P. | 07/2005 | < 5% |
| SILBERT, BENJAMIN, ALEXANDER | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, AVISTA CAPITAL HOLDINGS, L.P. | 07/2005 | < 5% |
| DEAN, THOMPSON, (NMN) | Individual | AVISTA MANAGER HOLDINGS, LP | CLASS A LIMITED PARTNER | 12/2020 | 25-50% |
| BURGSTAHLER, DAVID, FREDERICK | Individual | AVISTA MANAGER HOLDINGS, LP | CLASS A LIMITED PARTNER | 12/2020 | 25-50% |
| CAFASSO, JOHN, FRANK | Individual | – | CHIEF FINANCIAL OFFICER, AVISTA CAPITAL HOLDINGS, LP | 06/2012 | < 5% |
| AVISTA MANAGER HOLDINGS, LP | Foreign Entity | – | LIMITED PARTNER OF AVISTA CAPITAL HOLDINGS, L.P. | 12/2020 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| OmniAB, Inc. | COM | 57M | 16M | – |
| OmniAB, Inc. | *W EXP 99/99/999 | 5M | 11M | – |