ELEMENT PARTNERS

EVP MANAGEMENT LP Legal Name

Adviser information for ELEMENT PARTNERS last updated from Form ADV on February 23rd, 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
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 $110.2M
Non-Discretionary 0 $0
Total 3 $110.2M

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 $110.2M
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
Other Business Activities VENTURE CAPITAL FIRM

Identifiers

SEC RIA File Number 801-74043
SEC ERA File Number 801-74043
SEC CIK Numbers 1435350, 1442909, 1544659
SEC CRD Numbers 161243
Legal Entity Identifier None

Principal Office

670 HEATHERWOOD ROAD
BRYN MAWR
PA
United States
Monday - Friday, 8:30 - 5:30
Tel: 609-923-1389, Fax: None

Chief Compliance Officer

DAVID LINCOLN
MANAGING MEMBER
670 HEATHERWOOD ROAD
BRYN MAWR
PA
United States
Tel: 610-322-2100
(Full email address available in API data)

Regulatory Contact

ANDREW MAUNDER
CFO
22771 MCKINLEYVILLE ROAD
ROCK HALL
MD
United States
Tel: 609-923-1389
(Full email address available in API data)

Industry Affiliates

ELEMENT PARTNERS II GP LP Sponsor, GP, manager of pooled investment vehicles
ELEMENT PARTNERS II-A GP LP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ELEMENT PARTNERS II INTRAFUND LP Private Equity Fund $7.4M $0.0M 28
ELEMENT PARTNERS II LP Private Equity Fund $411.3M $5.0M 64
ELEMENT PARTNERS II-A LP Private Equity Fund $65.8M $1.0M 11

Control Persons

Name Type Entity Title Since Ownership
ELEMENT VENTURE PARTNERS LLC Domestic Entity PARTNER 04/2008 > 75%
ELEMENT II GP LLC Domestic Entity GENERAL PARTNER 04/2008 < 5%
LINCOLN, DAVID, FRANCIS Individual MANAGING PARTNER, CCO 04/2008 < 5%
BEVAN, MICHAEL, JUSTIN Individual MANAGING MEMBER 04/2008 < 5%
DEROSA, MICHAEL Individual MANAGING MEMBER 04/2008 < 5%
LINCOLN, DAVID, FRANCIS Individual ELEMENT VENTURE PARTNERS LLC MANAGING MEMBER 08/2005 25-50%
BEVAN, MICHAEL, JUSTIN Individual ELEMENT VENTURE PARTNERS LLC MANAGING MEMBER 12/2005 25-50%
DEROSA, MICHAEL Individual ELEMENT VENTURE PARTNERS LLC MANAGING MEMBER 03/2006 25-50%
BEVAN, MICHAEL, JUSTIN Individual ELEMENT VENTURE PARTNERS LLC MANAGING MEMBER 12/2005 25-50%
DEROSA, MICHAEL Individual ELEMENT II GP LLC MANAGING MEMBER 04/2008 25-50%
ELEMENT II-A GP LLC Domestic Entity GENERAL PARTNER 03/2012 < 5%
LINCOLN, DAVID, FRANCIS Individual ELEMENT II-A GP LLC MANAGING MEMBER 03/2012 25-50%
BEVAN, MICHAEL, JUSTIN Individual ELEMENT II-A GP LLC MANAGING MEMBER 03/2012 25-50%
DEROSA, MICHAEL Individual ELEMENT II-A GP LLC MANAGING MEMBER 03/2012 25-50%

No. Employees, Historic

10502019202020212022202320243 on 4/26/20193 on 4/1/20203 on 2/25/20213 on 3/22/20213 on 3/21/20223 on 11/18/20223 on 2/23/2023

RAUM, Historic

600M300M0201920202021202220232024566809576 on 4/26/2019530129489 on 4/1/2020194707749 on 2/25/2021194707749 on 3/22/2021194994165 on 3/21/2022194994165 on 11/18/2022110231603 on 2/23/2023

No. Clients, Historic

10502019202020212022202320246 on 4/26/20196 on 4/1/20205 on 2/25/20215 on 3/22/20213 on 3/21/20223 on 11/18/20223 on 2/23/2023