PENINSULA CAPITAL PARTNERS, L.L.C.
Adviser information for PENINSULA CAPITAL PARTNERS, L.L.C. last updated from Form ADV on March 22nd, 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 | Michigan, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 13 |
| 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 | $848.0M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $848.0M |
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 | $848.0M |
| 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 | 801-73782 |
|---|---|
| SEC ERA File Number | 801-73782 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157354 |
| Legal Entity Identifier | None |
Principal Office
ONE TOWNE SQUARESUITE 1400
SOUTHFIELD
MI
United States
Monday - Friday, 8:30 TO 5:00
Tel: 313-237-5100, Fax: 313-237-5111
Chief Compliance Officer
DENNIS MURPHY
PARTNER AND DIRECTOR, REPORTING & COMPLIANCE
ONE TOWNE SQUARE
SUITE 1400
SOUTHFIELD
MI
United States
Tel:
313-237-5100
Fax:
313-237-5111
M*****@*****************M
(Full email address available in API data)
Industry Affiliates
| PENINSULA FUND V MANAGEMENT, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| PENINSULA FUND VI MANAGEMENT, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| PENINSULA FUND VII MANAGEMENT, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE PENINSULA FUND V L.P. | Private Equity Fund | $121.7M | $2.0M | 32 |
| THE PENINSULA FUND VI L.P. | Private Equity Fund | $312.8M | $2.0M | 37 |
| THE PENINSULA FUND VII L.P. | Private Equity Fund | $413.6M | $2.0M | 27 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCKINLEY, WILLIAM, FRANK | Individual | – | SENIOR PARTNER | 09/1995 | 25-50% |
| MURPHY, DENNIS, ANDREW | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2011 | < 5% |
| REILLY, SCOTT, ANTHONY | Individual | – | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | 09/1995 | 25-50% |
| CAMPBELL, WILLIAM, YATES | Individual | – | SENIOR PARTNER | 09/1995 | 25-50% |
| KREMPEL, JON, PETER | Individual | – | DIRECTOR, FUND ADMINISTRATION | 09/1995 | < 5% |