APAX PARTNERS US, LLC
Adviser information for APAX PARTNERS US, LLC last updated from Form ADV on January 18th, 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 Liability Company |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 117 |
|---|---|
| Investment Advisory/Research | 76 |
| 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 | 1 | $86.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $86.2M |
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 | 1 | $86.2M |
| 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 | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPERFORMANCE ALLOCATION |
Principal Office
601 LEXINGTON AVENUE53RD FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00AM - 8:00PM
Tel: 212-753-6300, Fax: 212-319-6155
Chief Compliance Officer
SARAH BUTCHER
GLOBAL HEAD OF COMPLIANCE
1 KNIGHTSBRIDGE
LONDON
United Kingdom
Tel:
+44 20 7872 6300
Fax:
+44 20 7666 6441
S************@*******M
(Full email address available in API data)
Regulatory Contact
MARIE CONTEH
SENIOR COMPLIANCE OFFICER
601 LEXINGTON AVE
53RD FLOOR
NY
NY
United States
Tel:
(212) 419-2438
M***********@*******M
(Full email address available in API data)
Industry Affiliates
| APAX PARTNERS LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| APAX US VII GP, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| APAX US VII, L.P. | Private Equity Fund | $86.2M | $0.0M | 57 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| APAX PARTNERS INC. | Domestic Entity | – | MEMBER | 04/2005 | > 75% |
| APAX PARTNERS US HOLDINGS LTD. | Domestic Entity | APAX PARTNERS INC. | SHAREHOLDER | 04/2005 | > 75% |
| BUTCHER, SARAH, MARY | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2015 | < 5% |
| TRUWIT, MITCHELL, LOEB | Individual | – | CEO | 04/2021 | < 5% |
| Patel, Bharat | Individual | – | GLOBAL HEAD OF FINANCE | 04/2021 | < 5% |