HURON CAPITAL PARTNERS LLC
Adviser information for HURON CAPITAL PARTNERS LLC last updated from Form ADV on April 3rd, 2023. 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 | 25 |
|---|---|
| Investment Advisory/Research | 16 |
| 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 | 10 | $1.2B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $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 | 9 | $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 vehiclesPORTFOLIO COMPANY MANAGEMENT SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS |
Identifiers
| SEC RIA File Number | 801-73784 |
|---|---|
| SEC ERA File Number | 801-73784 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157060 |
| Legal Entity Identifier | None |
Principal Office
500 GRISWOLD STREETSUITE 2700
DETROIT
MI
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 313-962-5800, Fax: 313-962-5820
Chief Compliance Officer
MATTHEW HARE
CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
500 GRISWOLD STREET
SUITE 2700
DETROIT
MI
United States
Tel:
313-962-5812
Fax:
313-962-5820
M****@***************M
(Full email address available in API data)
Regulatory Contact
ERIC STUART
VICE PRESIDENT OF FINANCE
500 GRISWOLD STREET
SUITE 2700
DETROIT
MI
United States
Tel:
313-446-8498
Fax:
313-962-5820
E******@***************M
(Full email address available in API data)
Industry Affiliates
| HURON CAPITAL FLAG GP V LLC | Sponsor, GP, manager of pooled investment vehicles |
| HURON CAPITAL FLEX GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| HURON CAPITAL PARTNERS GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
| HURON CAPITAL PARTNERS GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
| HURON FUND IV MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SUNLAND INVESTORS I | Private Equity Fund | $41.0M | $0.1M | 17 |
| THE HURON FLEX EQUITY FUND EXECUTIVES L.P. | Private Equity Fund | $6.1M | $0.1M | 46 |
| THE HURON FLEX EQUITY FUND L.P. | Private Equity Fund | $98.8M | $1.0M | 43 |
| THE HURON FUND II L.P. | Private Equity Fund | $43.9M | $1.0M | 49 |
| THE HURON FUND III L.P. | Private Equity Fund | $73.1M | $1.0M | 64 |
| THE HURON FUND IV EXECUTIVES L.P. | Private Equity Fund | $8.1M | $0.3M | 43 |
| THE HURON FUND IV L.P. | Private Equity Fund | $555.5M | $5.0M | 52 |
| THE HURON FUND IV MANAGEMENT L.P. | Private Equity Fund | $12.1M | $0.5M | 20 |
| THE HURON FUND V EXECUTIVES L.P. | Private Equity Fund | $10.3M | $0.1M | 49 |
| THE HURON FUND V L.P. | Private Equity Fund | $632.7M | $1.0M | 54 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DEMKOWICZ, BRIAN, ALLEN | Individual | – | FOUNDING PARTNER | 02/1999 | 25-50% |
| THE BRIAN DEMKOWICZ REVOCABLE TRUST U/A/D 06042004 | Domestic Entity | – | MANAGING MEMBER | 06/2004 | 25-50% |
| MICHAEL R. BEAUREGARD REVOCABLE TRUST UAD 2/22/2002 | Domestic Entity | – | MEMBER | 04/2016 | 25-50% |
| PETER E. MOGK REVOCABLE TRUST UAD 11/13/1997 | Domestic Entity | – | MEMBER | 04/2016 | 25-50% |
| BEAUREGARD, MICHAEL, ROLLAND | Individual | – | FOUNDING PARTNER | 10/1999 | 10-25% |
| MOGK, PETER, EDWARD | Individual | – | FOUNDING PARTNER | 07/2001 | 10-25% |
| HARE, MATTHEW, RICHARD | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER & PARTNER | 05/2020 | < 5% |
| MAHONEY, JAMES, SCOTT | Individual | – | MANAGING PARTNER | 01/2021 | 10-25% |