INDUSTRIAL OPPORTUNITY PARTNERS, LLC
Adviser information for INDUSTRIAL OPPORTUNITY PARTNERS, LLC last updated from Form ADV on March 15th, 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 | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| 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 | 3 | $1.2B |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $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 | 3 | $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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73743 |
|---|---|
| SEC ERA File Number | 801-73743 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156994 |
| Legal Entity Identifier | None |
Principal Office
1603 ORRINGTON AVENUESUITE 700
EVANSTON
IL
United States
Monday - Friday, 9AM-5PM
Tel: 847-556-3460, Fax: 847-556-3461
Chief Compliance Officer
MICHAEL J. HERING
CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER
1603 ORRINGTON AVENUE
SUITE 700
EVANSTON
IL
United States
Tel:
847-556-3466
Fax:
847-556-3461
M******@**********M
(Full email address available in API data)
Regulatory Contact
MICHAEL HNATYSKO
VICE PRESIDENT OF ACCOUNTING AND COMPLIANCE
1603 ORRINGTON AVENUE
SUITE 700
EVANSTON
IL
United States
Tel:
312-224-3708
Fax:
847-556-3461
M********@**********M
(Full email address available in API data)
Industry Affiliates
| INDUSTRIAL OPPORTUNITY PARTNERS II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| INDUSTRIAL OPPORTUNITY PARTNERS III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INDUSTRIAL OPPORTUNITY PARTNERS IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INDUSTRIAL OPPORTUNITY PARTNERS II, L.P. | Private Equity Fund | $22.3M | $5.0M | 37 |
| INDUSTRIAL OPPORTUNITY PARTNERS III, L.P. | Private Equity Fund | $558.6M | $5.0M | 30 |
| INDUSTRIAL OPPORTUNITY PARTNERS IV, L.P. | Private Equity Fund | $667.8M | $5.0M | 38 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TALLERING, KENNETH, MARC | Individual | – | MEMBER | 02/2005 | 50-75% |
| VEDRA, ROBERT, MATHEW | Individual | – | MEMBER | 02/2005 | 25-50% |
| HERING, MICHAEL, JOSEPH | Individual | – | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | 02/2006 | < 5% |