3G CAPITAL PARTNERS LP
Adviser information for 3G CAPITAL PARTNERS LP 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 | Cayman Islands |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 11 |
| 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 | 7 | $14.3B |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $14.3B |
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 | 7 | $14.3B |
| 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 | 86 |
| 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 |
Principal Office
600 THIRD AVENUE37TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM - 6:00PM
Tel: 212-893-6727, Fax: None
Chief Compliance Officer
ASNA AFZAL
GENERAL COUNSEL
600 THIRD AVENUE
37TH FLOOR
NEW YORK
NY
United States
Tel:
212-893-6727
A*****@*************M
(Full email address available in API data)
Regulatory Contact
FLAVIO LUIZ MONTINI
CHIEF FINANCIAL OFFICER
600 THIRD AVENUE
37TH FLOOR
NEW YORK
NY
United States
Tel:
212-893-6727
F*******@*************M
(Full email address available in API data)
Industry Affiliates
| 3G COURSER FUND PARTNERS LTD | Sponsor, GP, manager of pooled investment vehicles |
| 3G FUND VI PARTNERS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| 3G GLOBAL FOOD HOLDINGS PARTNERS GP LTD. | Sponsor, GP, manager of pooled investment vehicles |
| 3G RESTAURANT BRANDS HOLDINGS GENERAL PARTNER LTD. | Sponsor, GP, manager of pooled investment vehicles |
| 3G SPECIAL SITUATIONS FUND V PARTNERS, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 3G COURSER FUND LP | Hedge Fund | $219.4M | $5.0M | 59 |
| 3G FUND VI, L.P. | Private Equity Fund | $0.0M | $20.0M | 124 |
| 3G GLOBAL FOOD HOLDINGS PARTNERS LP | SINGLE PURPOSE VEHICLE | $91.8M | $0.1M | 24 |
| 3G RESTAURANT BRANDS HOLDINGS LP | SINGLE PURPOSE VEHICLE | $9,635.1M | $20.0M | 50 |
| 3G SPECIAL SITUATIONS FUND V, L.P. | Private Equity Fund | $2,582.8M | $20.0M | 197 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BEHRING COSTA, ALEXANDRE | Individual | – | CO-MANAGING PARTNER | 01/2008 | < 5% |
| SCHWARTZ, DANIEL, S | Individual | – | CO-MANAGING PARTNER | 01/2008 | < 5% |
| 3G CAPITAL PARTNERS LTD | Foreign Entity | – | GENERAL PARTNER | 03/2005 | < 5% |
| BEHRING COSTA, ALEXANDRE | Individual | ABH INVESTMENTS HOLDINGS LIMITED | SHAREHOLDER | 01/2019 | > 75% |
| ABH INVESTMENTS HOLDINGS LIMITED | Foreign Entity | – | PARTNER | 01/2019 | 25-50% |
| BROADVIEW VALENTINE OPERATING, LLC | Domestic Entity | – | PARTNER | 01/2019 | 25-50% |
| J.P. MORGAN TRUST COMPANY OF DELAWARE, AS TRUSTEE OF THE MIAMI INVESTMENTS ONE TRUST | Domestic Entity | BROADVIEW VALENTINE OPERATING, LLC | SHAREHOLDER | 01/2019 | > 75% |
| MONTINI, FLAVIO, LUIZ | Individual | – | CHIEF FINANCIAL OFFICER | 07/2022 | < 5% |
| AFZAL, ASNA | Individual | – | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 08/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| META PLATFORMS INC | CL A | 34M | 68K | – |
| PDD HOLDINGS INC | SPONSORED ADS | 34M | 255K | – |
| COUPANG INC | CL A | 30M | 1M | – |
| GOOSEHEAD INS INC | COM CL A | 27M | 462K | – |
| AMAZON COM INC | COM | 26M | 135K | – |
| ANALOG DEVICES INC | COM | 23M | 100K | – |
| UBER TECHNOLOGIES INC | COM | 22M | 300K | – |
| APPLOVIN CORP | COM CL A | 20M | 235K | – |
| MERCADOLIBRE INC | COM | 16M | 10K | – |
| CARVANA CO | CL A | 9M | 70K | – |
| APPLIED MATLS INC | COM | 7M | 30K | – |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 5M | 275K | – |
| NETEASE INC | SPONSORED ADS | 5M | 50K | – |
| KLAVIYO INC | COM SER A | 2M | 100K | – |