PRIMUS CAPITAL PARTNERS, INC.
Adviser information for PRIMUS CAPITAL PARTNERS, INC. last updated from Form ADV on March 21st, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 19 |
| 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 | 7 | $1.8B |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $1.8B |
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 | 7 | $1.8B |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73471 |
|---|---|
| SEC ERA File Number | 801-73471 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156861 |
| Legal Entity Identifier | None |
Principal Office
3353 PEACHTREE ROAD N.E.SUITE 510
ATLANTA
GA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 440-684-7300, Fax: 440-684-7318
Chief Compliance Officer
DOMINIC E. OFFREDO
CHIEF FINANCIAL OFFICER, SECRETARY & TREASURER
30100 CHAGRIN BLVD.
SUITE 203
PEPPER PIKE
OH
United States
Tel:
440-684-7318
Fax:
440-684-7318
D*******@****************M
(Full email address available in API data)
Regulatory Contact
PHILLIP C. MOLNER II
MANAGING PARTNER
3353 PEACHTREE RD. N.E.
SUITE 510
ATLANTA
GA
United States
Tel:
440-684-7352
P******@****************M
(Full email address available in API data)
Industry Affiliates
| PRIMUS CAPITAL PARTNERS IX, LP | Sponsor, GP, manager of pooled investment vehicles |
| PRIMUS CAPITAL PARTNERS VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PRIMUS CAPITAL PARTNERS VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| PRIMUS CAPITAL PARTNERS VIII, LP | Sponsor, GP, manager of pooled investment vehicles |
| PRIMUS VENTURE PARTNERS V, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PRIMUS CAPITAL FUND IX-A, LP | Private Equity Fund | $165.4M | $0.5M | 12 |
| PRIMUS CAPITAL FUND IX, LP | Private Equity Fund | $720.6M | $5.0M | 67 |
| PRIMUS CAPITAL FUND V LIMITED PARTNERSHIP | Private Equity Fund | $14.3M | $5.0M | 51 |
| PRIMUS CAPITAL FUND VI, LP | Private Equity Fund | $29.6M | $2.0M | 66 |
| PRIMUS CAPITAL FUND VII, LP | Private Equity Fund | $82.2M | $2.0M | 47 |
| PRIMUS CAPITAL FUND VIII, LP | Private Equity Fund | $765.6M | $2.0M | 64 |
| PRIMUS EXECUTIVE FUND V LIMITED PARTNERSHIP | Private Equity Fund | $0.9M | $0.1M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MOLNER II, PHILLIP, CARL | Individual | – | MANAGING PARTNER | 02/2012 | > 75% |
| OFFREDO, DOMINIC, EDWARD | Individual | – | SECRETARY, TREASURER, CFO, CCO | 01/2016 | < 5% |