ENCORE CONSUMER CAPITAL, LP
Adviser information for ENCORE CONSUMER CAPITAL, LP last updated from Form ADV on March 26th, 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 | 10 |
| 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 | 5 | $662.3M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $662.3M |
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 | 5 | $662.3M |
| 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 | 801-73651 |
|---|---|
| SEC ERA File Number | 801-73651 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157228 |
| Legal Entity Identifier | None |
Principal Office
111 PINE STREETSUITE 1825
SAN FRANCISCO
CA
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 415-296-9850, Fax: 415-296-9075
Chief Compliance Officer
LEE PANTUSO
CHIEF FINANCIAL OFFICER
111 PINE STREET
SUITE 1825
SAN FRANCISCO
CA
United States
Tel:
415-296-9850
L**@************************M
(Full email address available in API data)
Industry Affiliates
| ENCORE CONSUMER CAPITAL GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ENCORE CONSUMER CAPITAL PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ENCORE CONSUMER CAPITAL PARTNERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ENCORE CONSUMER CAPITAL PARTNERS IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ENCORE BB CO-INVEST, LP | Private Equity Fund | $78.4M | $0.5M | 2 |
| ENCORE CONSUMER CAPITAL FUND (PV) IV, LP | Private Equity Fund | $44.5M | $0.5M | 5 |
| ENCORE CONSUMER CAPITAL FUND II, LP | Private Equity Fund | $93.0M | $0.5M | 57 |
| ENCORE CONSUMER CAPITAL FUND III, LP | Private Equity Fund | $348.5M | $0.5M | 45 |
| ENCORE CONSUMER CAPITAL FUND IV, LP | Private Equity Fund | $97.9M | $0.5M | 25 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SELLERS, SCOTT, ROBERT | Individual | – | MANAGING DIRECTOR | 05/2005 | < 5% |
| BROWN, ROBERT, LEE | Individual | – | MANAGING DIRECTOR | 05/2005 | < 5% |
| SELLERS TRUST | Domestic Entity | – | LIMITED PARTNER | 05/2005 | 50-75% |
| ENCORE CONSUMER CAPITAL GP, LLC | Domestic Entity | – | GENERAL PARTNER | 06/2015 | < 5% |
| THE HOEFER-BROWN FAMILY TRUST | Domestic Entity | – | LIMITED PARTNER | 05/2005 | 50-75% |
| SELLERS, SCOTT, ROBERT | Individual | ENCORE CONSUMER CAPITAL GP, LLC | MANAGING MEMBER | 06/2015 | 50-75% |
| BROWN, ROBERT, LEE | Individual | ENCORE CONSUMER CAPITAL GP, LLC | MANAGING MEMBER | 06/2015 | 50-75% |
| SELLERS, JULIANA, HARRIET | Individual | SELLERS TRUST | TRUSTEE | 05/2005 | 50-75% |
| SELLERS, SCOTT, ROBERT | Individual | SELLERS TRUST | TRUSTEE | 05/2005 | 50-75% |
| BROWN, ROBERT, LEE | Individual | THE HOEFER-BROWN FAMILY TRUST | TRUSTEE | 05/2005 | 50-75% |
| HOEFER, KIRSTIN, THERESE | Individual | THE HOEFER-BROWN FAMILY TRUST | TRUSTEE | 05/2005 | 50-75% |
| PANTUSO, LEE, RAWSON | Individual | – | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | 07/2019 | < 5% |