Hedge Fund Database

CLEARLAKE CAPITAL GROUP, L.P.

Adviser information for CLEARLAKE CAPITAL GROUP, L.P. last updated from Form ADV on March 29th, 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 114
Investment Advisory/Research 35
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 105 $63.0B
Non-Discretionary 0 $0
Total 105 $63.0B

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 105 $63.0B
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 36
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-73993
SEC ERA File Number 801-73993
SEC CIK Numbers 1688282
SEC CRD Numbers 157920
Legal Entity Identifier 549300KS80DRM1PH2X89

Principal Office

233 WILSHIRE BLVD
SUITE 800
SANTA MONICA
CA
United States
Monday - Friday, 9AM-5PM
Tel: 310-400-8800, Fax: 310-400-8801

Websites

clearlake.com/ www.linkedin.com/company/clearlake-capital-group-lp/ twitter.com/clearlakecap

Chief Compliance Officer

JOHN CANNON
MANAGING DIRECTOR & PORTFOLIO GENERAL COUNSEL & O.P.S.� & CHIEF COMPLIANCE OFFICER
233 WILSHIRE BOULEVARD
SUITE 800
SANTA MONICA
CA
United States
Tel: 310-400-8820
Fax: 310-400-8801
(Full email address available in API data)

Regulatory Contact

PEDRO URRUTIA
PARTNER AND MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER
233 WILSHIRE BOULEVARD
SUITE 800
SANTA MONICA
CA
United States
Tel: 310-400-8862
Fax: 310-400-8801
(Full email address available in API data)

Industry Affiliates

BLUES CENTURY GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BLUES FOREVER GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BLUES FOUNDERS GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BLUES LEGACY GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BLUES PARTNERS I GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BLUES PARTNERS II GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
BLUES VINTAGE GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CASCADE GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL GROUP LIMITED Other investment adviser, including financial planners
CLEARLAKE CAPITAL GROUP PTE. LTD. Other investment adviser, including financial planners
CLEARLAKE CAPITAL PARTNERS II GP (OFFSHORE), LTD. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS II GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS III GP LP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS III GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS IV GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS SNOWBIRD GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS V GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS VI GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS VII GP (BLUES), LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS VII GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS VIII GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE CAPITAL PARTNERS, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE FLAGSHIP PLUS PARTNERS GP (BLUES), LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE FLAGSHIP PLUS PARTNERS GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE OPPORTUNITIES PARTNERS (E) GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE OPPORTUNITIES PARTNERS (P) GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE OPPORTUNITIES PARTNERS II GP (BLUES), LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE OPPORTUNITIES PARTNERS II GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE OPPORTUNITIES PARTNERS III GP (BLUES), LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLEARLAKE OPPORTUNITIES PARTNERS III GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ICON PARTNERS II GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ICON PARTNERS III GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ICON PARTNERS IV GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ICON PARTNERS V GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ICON SOFTWARE PARTNERS GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
MERIDIAN GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
AMBER CO-INVESTMENT PARTNERS, LLC Private Equity Fund $227.9M $1.0M 26
ATLAS INVESTMENT HOLDINGS, L.P. Private Equity Fund $21.8M $1.0M 2
AZURITE CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $320.1M $1.0M 26
BILOXI CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $351.6M $1.0M 23
BLUES CENTURY, L.P. Private Equity Fund $0.0M $0.0M 1
BLUES FOREVER, L.P. Private Equity Fund $0.0M $0.0M 1
BLUES FOUNDERS, L.P. Private Equity Fund $0.0M $0.0M 1
BLUES LEGACY, L.P. Private Equity Fund $0.0M $0.0M 1
BLUES PARTNERS I, L.P. Private Equity Fund $13.5M $0.0M 5
BLUES PARTNERS II, L.P. Private Equity Fund $0.0M $0.0M 1
BLUES VINTAGE, L.P. Private Equity Fund $0.0M $0.0M 1
CCP V QI-A AIV, LLC Private Equity Fund $177.5M $10.0M 51
CCP V QI-B AIV, LLC Private Equity Fund $126.0M $10.0M 138
CCP VI QI-A AIV, LLC Private Equity Fund $171.4M $10.0M 91
CCP VI QI-B AIV, LLC Private Equity Fund $106.6M $10.0M 161
CCP VII QI-A AIV, LLC Private Equity Fund $752.3M $10.0M 96
CCP VII QI-B AIV, LLC Private Equity Fund $420.0M $10.0M 223
CFPP QI-A AIV, LLC Private Equity Fund $111.2M $10.0M 36
CFPP QI-B AIV, LLC Private Equity Fund $18.5M $10.0M 38
CLEARLAKE CAPITAL PARTNERS II (MASTER), L.P. Private Equity Fund $2.9M $5.0M 49
CLEARLAKE CAPITAL PARTNERS III (BFY-ECI), INC. Private Equity Fund $0.0M $0.1M 18
CLEARLAKE CAPITAL PARTNERS III (MASTER), L.P. Private Equity Fund $43.9M $10.0M 63
CLEARLAKE CAPITAL PARTNERS IV (AIV-ATLAS) MINI-MASTER II, L.P. Private Equity Fund $72.9M $10.0M 74
CLEARLAKE CAPITAL PARTNERS IV (AIV-ATLAS) MINI-MASTER, L.P. Private Equity Fund $11.0M $10.0M 19
CLEARLAKE CAPITAL PARTNERS IV (AIV-JUPITER) USTE, L.P. Private Equity Fund $0.0M $10.0M 4
CLEARLAKE CAPITAL PARTNERS IV (AIV-JUPITER), L.P. Private Equity Fund $0.0M $10.0M 72
CLEARLAKE CAPITAL PARTNERS IV (OFFSHORE), L.P. Private Equity Fund $88.1M $10.0M 15
CLEARLAKE CAPITAL PARTNERS IV, L.P. Private Equity Fund $917.6M $10.0M 72
CLEARLAKE CAPITAL PARTNERS V (OFFSHORE), L.P. Private Equity Fund $1,633.0M $10.0M 69
CLEARLAKE CAPITAL PARTNERS V (USTE), L.P. Private Equity Fund $219.1M $10.0M 18
CLEARLAKE CAPITAL PARTNERS V, L.P. Private Equity Fund $3,280.3M $10.0M 110
CLEARLAKE CAPITAL PARTNERS VI (OFFSHORE), L.P. Private Equity Fund $5,460.3M $10.0M 93
CLEARLAKE CAPITAL PARTNERS VI (USTE), L.P. Private Equity Fund $951.9M $10.0M 32
CLEARLAKE CAPITAL PARTNERS VI, L.P. Private Equity Fund $6,530.8M $10.0M 132
CLEARLAKE CAPITAL PARTNERS VII (BLUES AIV), L.P. Private Equity Fund $483.7M $10.0M 141
CLEARLAKE CAPITAL PARTNERS VII (OFFSHORE BLUES AIV), L.P. Private Equity Fund $430.8M $10.0M 139
CLEARLAKE CAPITAL PARTNERS VII (OFFSHORE), L.P. Private Equity Fund $3,365.6M $10.0M 124
CLEARLAKE CAPITAL PARTNERS VII (USTE BLUES AIV), L.P. Private Equity Fund $47.5M $10.0M 38
CLEARLAKE CAPITAL PARTNERS VII (USTE), L.P. Private Equity Fund $345.9M $10.0M 29
CLEARLAKE CAPITAL PARTNERS VII, L.P. Private Equity Fund $3,630.8M $10.0M 114
CLEARLAKE CAPITAL PARTNERS VIII (OFFSHORE), L.P. Private Equity Fund $0.0M $10.0M 27
CLEARLAKE CAPITAL PARTNERS VIII (USTE), L.P. Private Equity Fund $0.0M $10.0M 8
CLEARLAKE CAPITAL PARTNERS VIII, L.P. Private Equity Fund $4,947.3M $10.0M 56
CLEARLAKE FLAGSHIP PLUS PARTNERS (BLUES AIV), L.P. Private Equity Fund $75.4M $10.0M 37
CLEARLAKE FLAGSHIP PLUS PARTNERS MASTER FUND, L.P. Private Equity Fund $1,307.6M $10.0M 44
CLEARLAKE OPPORTUNITIES PARTNERS (E-C) MASTER FUND I, L.P. Hedge Fund $79.0M $5.0M 6
CLEARLAKE OPPORTUNITIES PARTNERS (E-C) MASTER FUND II, L.P. Hedge Fund $0.1M $5.0M 6
CLEARLAKE OPPORTUNITIES PARTNERS (E) MASTER FUND, L.P. Hedge Fund $82.2M $5.0M 10
CLEARLAKE OPPORTUNITIES PARTNERS (P) MASTER FUND, L.P. Private Equity Fund $476.2M $5.0M 36
CLEARLAKE OPPORTUNITIES PARTNERS II (BLUES AIV), L.P. Private Equity Fund $39.9M $10.0M 44
CLEARLAKE OPPORTUNITIES PARTNERS III (BLUES AIV), L.P. Private Equity Fund $71.5M $10.0M 45
CLEARLAKE OPPORTUNITIES PARTNERS MASTER FUND II, L.P. Private Equity Fund $1,091.7M $10.0M 47
CLEARLAKE OPPORTUNITIES PARTNERS MASTER FUND III, L.P. Private Equity Fund $562.3M $10.0M 46
DIAMONDLEAF CO-INVESTMENT PARTNERS, L.P Private Equity Fund $125.9M $1.0M 16
DILIGERE CO-INVESTMENT PARTNERS, LLC Private Equity Fund $517.4M $1.0M 39
DRAGON CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $111.6M $1.0M 36
FALCON CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $517.9M $1.0M 44
FOX CO-INVESTMENT PARTNERS A, L.P. Private Equity Fund $77.6M $1.0M 3
FOX CO-INVESTMENT PARTNERS B, L.P. Private Equity Fund $122.6M $1.0M 2
ICON PARTNERS II, L.P. Private Equity Fund $899.5M $0.0M 47
ICON PARTNERS III, L.P. Private Equity Fund $540.7M $0.0M 117
ICON PARTNERS IV B, L.P. Private Equity Fund $1,058.8M $0.0M 115
ICON PARTNERS IV, L.P. Private Equity Fund $1,058.8M $0.0M 8
ICON PARTNERS V B, L.P. Private Equity Fund $294.0M $0.0M 27
ICON PARTNERS V C, L.P. Private Equity Fund $548.4M $0.0M 36
ICON PARTNERS V, L.P. Private Equity Fund $591.8M $0.0M 45
ICON SOFTWARE PARTNERS B, L.P. Private Equity Fund $202.8M $0.0M 5
ICON SOFTWARE PARTNERS, L.P. Private Equity Fund $1,650.8M $0.0M 69
ODYSSEY CO-INVESTMENT PARTNERS A, LLC Private Equity Fund $238.1M $1.0M 17
ODYSSEY CO-INVESTMENT PARTNERS B, LLC Private Equity Fund $126.1M $1.0M 19
PALMS CO-INVESTMENT PARTNERS B, L.P. Private Equity Fund $305.4M $1.0M 6
PALMS CO-INVESTMENT PARTNERS C, L.P. Private Equity Fund $365.4M $1.0M 16
PALMS CO-INVESTMENT PARTNERS D, L.P. Private Equity Fund $365.5M $1.0M 29
PALMS CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $389.1M $1.0M 17
PYKE CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $294.5M $1.0M 5
RED CYPRESS CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $174.2M $1.0M 34
SUNSHINE CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $677.2M $1.0M 23
ULYSSES CO-INVESTMENT PARTNERS (GV), LLC Private Equity Fund $55.7M $1.0M 1
ULYSSES CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $415.7M $1.0M 30
WAMPA CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $335.6M $1.0M 10
WHITE CYPRESS CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $175.3M $1.0M 42

Control Persons

Name Type Entity Title Since Ownership
CCG OPERATIONS, LLC Domestic Entity – LIMITED PARTNER 02/2007 50-75%
FELICIANO, JOSE, ENRIQUE Individual CCG GLOBAL, LLC MEMBER 01/2005 50-75%
URRUTIA, PEDRO, MARTIN Individual – CHIEF FINANCIAL OFFICER 02/2012 < 5%
FELICIANO, JOS�, ENRIQUE Individual – PRINCIPAL / MANAGING PARTNER 02/2007 < 5%
EGHBALI, BEHDAD Individual – PRINCIPAL / MANAGING PARTNER 02/2007 < 5%
EBRAHEMI, FRED Individual – PARTNER, CHIEF OPERATING OFFICER & GENERAL COUNSEL 08/2019 < 5%
EGHBALI, BEHDAD Individual CCG GLOBAL, LLC MEMBER 08/2008 25-50%
CLEARLAKE CAPITAL GROUP GP, LLC Domestic Entity – GENERAL PARTNER 04/2017 < 5%
CCG OPERATIONS, LLC Domestic Entity CLEARLAKE CAPITAL GROUP GP, LLC MANAGING MEMBER 04/2017 > 75%
TRANQUIL III, L.P. Domestic Entity – LIMITED PARTNER 05/2018 10-25%
LANDMARK EQUITY PARTNERS XVI-GP, L.P. Domestic Entity LANDMARK AQUISITION FUND XIII, L.P. GENERAL PARTNER 05/2018
LANDMARK EQUITY ADVISORS, LLC Domestic Entity LANDMARK EQUITY PARTNERS XVI-GP, L.P. GENERAL PARTNER 04/1998
LANDMARK PARTNERS LLC Domestic Entity LANDMARK EQUITY ADVISORS, LLC MEMBER 04/2011 > 75%
DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP Domestic Entity – LIMITED PARTNER 05/2018 10-25%
BLUE OWL GP STAKES GP HOLDINGS LLC Domestic Entity DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP GENERAL PARTNER 05/2018
BLUE OWL GP STAKES IV (A) LP Foreign Entity DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP LIMITED PARTNER 05/2018 > 75%
DYAL U.S. IV LLC Domestic Entity BLUE OWL GP STAKES IV (A) LP LIMITED PARTNER 09/2017 50-75%
BLUE OWL GP STAKES IV US INVESTORS LP Domestic Entity BLUE OWL GP STAKES IV (A) LP LIMITED PARTNER 09/2017 25-50%
DYAL IV CAYMAN AGGREGATOR LP Foreign Entity DYAL U.S. IV LLC MEMBER 09/2017 > 75%
BLUE OWL GP STAKES IV OFFSHORE INVESTORS LP Foreign Entity DYAL IV CAYMAN AGGREGATOR LP LIMITED PARTNER 09/2017 > 75%
BLUE OWL GP STAKES ASSOCIATES IV LP Domestic Entity BLUE OWL GP STAKES IV (A) LP GENERAL PARTNER 09/2017
BLUE OWL GP STAKES ASSOCIATES IV LP Domestic Entity DYAL U.S. IV LLC MANAGER 09/2017
BLUE OWL GP STAKES ASSOCIATES IV LP Domestic Entity BLUE OWL GP STAKES IV US INVESTORS LP GENERAL PARTNER 09/2017
BLUE OWL GP STAKES ASSOCIATES IV LP Domestic Entity DYAL IV CAYMAN AGGREGATOR LP GENERAL PARTNER 09/2017
BLUE OWL GP STAKES ASSOCIATES IV LP Domestic Entity BLUE OWL GP STAKES IV OFFSHORE INVESTORS LP GENERAL PARTNER 09/2017
CCG GLOBAL, LLC Domestic Entity CCG OPERATIONS, LLC MEMBER 12/2018 > 75%
CANNON, JOHN, FRANCIS Individual – MANAGING DIRECTOR & PORTFOLIO GENERAL COUNSEL & O.P.S.� & CHIEF COMPLIANCE OFFICER 08/2019 < 5%
LANDMARK AQUISITION FUND XIII, L.P. Domestic Entity TRANQUIL III, L.P. LIMITED PARTNER 05/2018 > 75%
BLUE OWL GP STAKES GP HOLDINGS LLC Domestic Entity BLUE OWL GP STAKES ASSOCIATES IV LP GENERAL PARTNER 09/2017
DYAL LP HOLDINGS LLC Domestic Entity BLUE OWL GP STAKES ASSOCIATES IV LP LIMITED PARTNER 05/2021 > 75%
BLUE OWL GP STAKES GP HOLDINGS LLC Domestic Entity DYAL LP HOLDINGS LLC MEMBER 05/2021 > 75%
BLUE OWL CAPITAL CARRY LP Domestic Entity BLUE OWL GP STAKES GP HOLDINGS LLC MEMBER 05/2021 > 75%
NBSH BLUE INVESTMENTS, LLC Domestic Entity BLUE OWL CAPITAL CARRY LP LIMITED PARTNER 05/2021 25-50%
NBSH ACQUISITION LLC Domestic Entity NBSH BLUE INVESTMENTS, LLC MANAGING MEMBER 05/2021
BLUE OWL CAPITAL GP LLC Domestic Entity BLUE OWL CAPITAL CARRY LP GENERAL PARTNER 05/2021
BLUE OWL CAPITAL GP HOLDINGS LLC Domestic Entity BLUE OWL CAPITAL GP LLC MANAGING MEMBER 11/2021 > 75%
BLUE OWL CAPITAL INC. Domestic Entity BLUE OWL CAPITAL GP HOLDINGS LLC MANAGING MEMBER 11/2021 > 75%
PHP DE 1 LP Domestic Entity – LIMITED PARTNER 01/2024 5-10%
PETERSHILL PARTNERS PLC Foreign Entity PETERSHILL PARTNERS, INC SOLE SHAREHOLDER 09/2021 > 75%
ARES MANAGEMENT LLC Domestic Entity LANDMARK PARTNERS LLC MEMBER 06/2021 > 75%
ARES MANAGEMENT HOLDINGS L.P. Domestic Entity ARES MANAGEMENT LLC MEMBER 12/2010 > 75%
ARES HOLDCO, LLC Domestic Entity ARES MANAGEMENT HOLDINGS L.P. GENERAL PARTNER 07/2016
ARES HOLDINGS, L.P. Domestic Entity ARES MANAGEMENT HOLDINGS L.P. LIMITED PARTNER 12/2010 > 75%
ARES MANAGEMENT CORPORATION Domestic Entity ARES HOLDCO, LLC MEMBER 03/2021 > 75%
ARES HOLDCO, LLC Domestic Entity ARES HOLDINGS, L.P. GENERAL PARTNER 07/2016 25-50%
ARES OWNERS HOLDINGS L.P. Domestic Entity ARES HOLDINGS, L.P. LIMITED PARTNER 05/2007 50-75%
ARES PARTNERS HOLDCO LLC Domestic Entity ARES OWNERS HOLDINGS L.P. GENERAL PARTNER 05/2014
RESSLER, ANTONY, PETER Individual ARES OWNERS HOLDINGS L.P. LIMITED PARTNER 01/2002 25-50%
PETERSHILL PARTNERS, INC Domestic Entity PHP DE 1 LP LIMITED PARTNER AND GENERAL PARTNER 01/2024 > 75%

No. Employees, Historic

2001000201920202021202220232024202555 on 11/26/201955 on 11/27/201955 on 11/27/201966 on 3/30/202066 on 9/3/202068 on 3/31/202169 on 7/2/202177 on 3/31/202277 on 5/26/2022100 on 3/31/2023100 on 6/7/2023100 on 6/7/2023114 on 3/29/2024

RAUM, Historic

70B35B020192020202120222023202420259001242357 on 11/26/20199001242357 on 11/27/20199001242357 on 11/27/201918887360704 on 3/30/202023835404357 on 9/3/202029588110526 on 3/31/202129588110526 on 7/2/202159445672710 on 3/31/202259445672710 on 5/26/202259637618310 on 3/31/202359637618310 on 6/7/202359637618310 on 6/7/202362975073042 on 3/29/2024

No. Clients, Historic

2001000201920202021202220232024202542 on 11/26/201942 on 11/27/201942 on 11/27/201949 on 3/30/202049 on 9/3/202062 on 3/31/202162 on 7/2/202176 on 3/31/202276 on 5/26/202281 on 3/31/202381 on 6/7/202381 on 6/7/2023105 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
BLACKBAUD INC COM 743M 10M –
BLACKLINE INC COM 277M 6M –
FORWARD AIR CORP COM 73M 4M –
GRAB HOLDINGS LIMITED *W EXP 99/99/999 80K 500K –
GRAB HOLDINGS LIMITED CLASS A ORD 20M 6M –
HOLLEY INC COM 10M 3M –