AMBERJACK CAPITAL PARTNERS, L.P.
Adviser information for AMBERJACK CAPITAL PARTNERS, L.P. last updated from Form ADV on March 29th, 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 | 12 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | $1.2B |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $1.2B |
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 | $1.2B |
| 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 | 8 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73585 |
|---|---|
| SEC ERA File Number | 801-73585 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161464 |
| Legal Entity Identifier | None |
Principal Office
1021 MAIN ST.SUITE 1100
HOUSTON
TX
United States
Monday - Friday, 9AM-5PM
Tel: 281-605-3900, Fax: 713-275-3306
Chief Compliance Officer
WALTER GROLLITSCH
GENERAL COUNSEL
1021 MAIN ST.
SUITE 1100
HOUSTON
TX
United States
Tel:
281-605-3900
W*****@*******************M
(Full email address available in API data)
Regulatory Contact
MELISSA ROCCO
COMPLIANCE OFFICER
1021 MAIN ST.
SUITE 1100
HOUSTON
TX
United States
Tel:
281-605-3900
M******@*******************M
(Full email address available in API data)
Industry Affiliates
| AMBERJACK CAPITAL ASSOCIATES II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AMBERJACK CAPITAL ASSOCIATES, LLC | Sponsor, GP, manager of pooled investment vehicles |
| AMBERJACK CAPITAL GP II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| AMBERJACK CAPITAL GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BT CO-INVEST ASSOCIATES, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BT CO-INVEST FUND GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INNOVEX CO-INVEST ASSOCIATES, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INNOVEX CO-INVEST FUND GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INNOVEX CO-INVEST GP II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| INTERVALE CAPITAL ASSOCIATES II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INTERVALE CAPITAL ASSOCIATES III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INTERVALE CAPITAL GP II, L.P | Sponsor, GP, manager of pooled investment vehicles |
| INTERVALE CAPITAL GP III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AMBERJACK CAPITAL FUND II, L.P. | Private Equity Fund | $378.9M | $5.0M | 22 |
| AMBERJACK CAPITAL FUND, L.P. | Private Equity Fund | $45.5M | $5.0M | 30 |
| BT CO-INVEST FUND, L.P. | Private Equity Fund | $79.4M | $5.0M | 12 |
| INNOVEX CO-INVEST FUND, L.P. | Private Equity Fund | $21.0M | $5.0M | 8 |
| INNOVEX CO-INVEST II, L.P. | Private Equity Fund | $88.5M | $5.0M | 4 |
| INTERVALE CAPITAL CO-INVESTMENT FUND II, L.P. | Private Equity Fund | $4.1M | $5.0M | 7 |
| INTERVALE CAPITAL CO-INVESTMENT FUND III, L.P. | Private Equity Fund | $3.2M | $5.0M | 6 |
| INTERVALE CAPITAL FUND II-A, L.P. | Private Equity Fund | $44.7M | $5.0M | 19 |
| INTERVALE CAPITAL FUND II, L.P. | Private Equity Fund | $135.5M | $5.0M | 31 |
| INTERVALE CAPITAL FUND III, L.P. | Private Equity Fund | $215.4M | $5.0M | 44 |
| INTERVALE/TRF INVESTOR LLC | Private Equity Fund | $0.1M | $5.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TUROWSKY, JASON, RICHARD | Individual | – | CO-MANAGING PARTNER | 10/2020 | < 5% |
| CONNELLY, WILLIAM, P | Individual | – | CO-MANAGING PARTNER | 10/2020 | < 5% |
| AMBERJACK MANAGEMENT LLC | Domestic Entity | – | GENERAL PARTNER | 01/2021 | < 5% |
| TUROWSKY, JASON, RICHARD | Individual | – | LIMITED PARTNER | 01/2021 | 50-75% |
| CONNELLY, WILLIAM, P | Individual | – | LIMITED PARTNER | 01/2021 | 50-75% |
| TUROWSKY, JASON, RICHARD | Individual | AMBERJACK MANAGEMENT LLC | MANAGER | 01/2021 | 50-75% |
| CONNELLY, WILLIAM, P | Individual | AMBERJACK MANAGEMENT LLC | MANAGER | 01/2021 | 50-75% |
| ROCCO, MELISSA, DIANE | Individual | – | CHIEF FINANCIAL OFFICER | 05/2021 | < 5% |
| ROCCO, MELISSA, DIANE | Individual | AMBERJACK MANAGEMENT LLC | CHIEF FINANCIAL OFFICER | 05/2021 | |
| GROLLITSCH, WALTER, CHRISTIAN | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |