SAGEVIEW CAPITAL LP
Adviser information for SAGEVIEW CAPITAL 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 | 27 |
|---|---|
| Investment Advisory/Research | 27 |
| 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 | 16 | $2.1B |
| Non-Discretionary | 0 | $0 |
| Total | 16 | $2.1B |
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 | 10 | $2.1B |
| 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 | 60 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-73568 |
|---|---|
| SEC ERA File Number | 801-73568 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159560 |
| Legal Entity Identifier | None |
Principal Office
55 RAILROAD AVENUE1ST FLOOR
GREENWICH
CT
United States
Monday - Friday, 8:30 AM - 6:00 PM ET
Tel: 203-625-4200, Fax: 203-625-4201
Chief Compliance Officer
DINO VERARDO
VP, SECRETARY, TREASURER & CHIEF COMPLIANCE OFFICER
55 RAILROAD AVENUE, 1ST FLOOR
GREENWICH
CT
United States
Tel:
203-625-4215
Fax:
203-625-4201
D***@******************M
(Full email address available in API data)
Regulatory Contact
VLADIMIR GALPERIN
CHIEF FINANCIAL OFFICER
55 RAILROAD AVENUE, 1ST FLOOR
GREENWICH
CT
United States
Tel:
203-625-4220
Fax:
203-625-4201
V***@******************M
(Full email address available in API data)
Industry Affiliates
| SAGEVIEW CAPITAL GENPAR II, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SAGEVIEW CAPITAL GENPAR, LTD. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SAGEVIEW GENPAR III, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SAGEVIEW CAPITAL MASTER, L.P. | Hedge Fund | $19.5M | $5.0M | 92 |
| SAGEVIEW CAPITAL PARTNERS II (OFFSHORE), L.P. | Private Equity Fund | $235.2M | $5.0M | 24 |
| SAGEVIEW CAPITAL PARTNERS II (ONSHORE), L.P. | Private Equity Fund | $403.5M | $5.0M | 83 |
| SAGEVIEW CAPITAL PARTNERS II AIV, L.P. | Private Equity Fund | $199.5M | $5.0M | 83 |
| SAGEVIEW CR PARTNERS III, L.P. | Private Equity Fund | $53.5M | $0.0M | 4 |
| SAGEVIEW III (A), L.P. | Private Equity Fund | $519.3M | $0.1M | 89 |
| SAGEVIEW III (B), L.P. | Private Equity Fund | $169.1M | $0.1M | 33 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SAGEVIEW MANAGEMENT, LLC | Domestic Entity | – | OWNER AND GENERAL PARTNER OF REGISTRANT | 10/2005 | > 75% |
| THE SCOTT M. STUART 2009 REVOCABLE TRUST | Domestic Entity | SAGEVIEW MANAGEMENT, LLC AND SAGEVIEW CAPITAL MGP, LLC | MEMBER | 01/2011 | 25-50% |
| STUART, SCOTT, MATTHEW | Individual | THE SCOTT M. STUART 2009 REVOCABLE TRUST | TRUSTEE | 08/2009 | |
| THE EDWARD AND KAREN GILHULY TRUST UAD AUGUST 3, 1993 | Domestic Entity | SAGEVIEW MANAGEMENT, LLC AND SAGEVIEW CAPITAL MGP, LLC | MEMBER | 03/2006 | 25-50% |
| GILHULY, KAREN, HOFFMAN | Individual | THE EDWARD AND KAREN GILHULY TRUST UAD AUGUST 3, 1993 | TRUSTEE | 08/1993 | |
| GILHULY, EDWARD, ARTHUR | Individual | THE EDWARD AND KAREN GILHULY TRUST UAD AUGUST 3, 1993 | TRUSTEE | 08/1993 | |
| STUART, SCOTT, MATTHEW | Individual | – | CO-PRESIDENT OF REGISTRANT | 10/2005 | < 5% |
| GILHULY, EDWARD, ARTHUR | Individual | – | CO-PRESIDENT OF REGISTRANT | 10/2005 | < 5% |
| VERARDO, DINO, NMN | Individual | – | VP, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER OF REGISTRANT AND RELYING ADVISER | 09/2013 | < 5% |
| NELSON, DEAN, BERNARR | Individual | – | PARTNER OF REGISTRANT | 02/2015 | < 5% |
| SAGEVIEW CAPITAL MGP, LLC | Domestic Entity | SAGEVIEW CAPITAL GENPAR, L.P. | GENERAL PARTNER | 03/2006 |