TSG CONSUMER PARTNERS LP

Adviser information for TSG CONSUMER 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 Delaware, United States

Employees

Total Number of Employees 71
Investment Advisory/Research 39
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 21 $16.3B
Non-Discretionary 0 $0
Total 21 $16.3B

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 21 $16.3B
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 19

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMCARRIED INTEREST
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-74089
SEC ERA File Number 801-74089
SEC CIK Numbers 1910156
SEC CRD Numbers 160826
Legal Entity Identifier None

Principal Office

1100 LARKSPUR LANDING CIRCLE
SUITE 360
LARKSPUR
CA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 415-217-2300, Fax: 415-217-2350

Chief Compliance Officer

ANDREW WEILBACHER
1100 LARKSPUR LANDING CIRCLE
SUITE 360
LARKSPUR
CA
United States
Tel: 415-217-2348
Fax: 415-217-2350
(Full email address available in API data)

Regulatory Contact

ALLEN WAGNER
VP OF IR AND COMPLIANCE
1100 LARKSPUR LANDING CIRCLE
SUITE 360
LARKSPUR
CA
United States
Tel: 415-217-2308
(Full email address available in API data)

Industry Affiliates

ACCOUNTING SOLUTIONS LP Accountant or accounting firm
MALLARD MANAGEMENT, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SWBC CRAFT MANAGEMENT, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TSG CONSUMER UK LLP Other investment adviser, including financial planners
TSG6 MANAGEMENT (CAYMAN) LTD. Sponsor, GP, manager of pooled investment vehicles
TSG6 MANAGEMENT L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TSG7 A MANAGEMENT (CAYMAN) LTD. Sponsor, GP, manager of pooled investment vehicles
TSG7 A MANAGEMENT, L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TSG7 B MANAGEMENT (CAYMAN) II LTD. Sponsor, GP, manager of pooled investment vehicles
TSG7 B MANAGEMENT (CAYMAN) LTD. Sponsor, GP, manager of pooled investment vehicles
TSG7 B MANAGEMENT, L.L.C. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TSG8 LOWER TIER GP LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TSG8 MANAGEMENT GP L.P. (CAYMAN LP) Sponsor, GP, manager of pooled investment vehicles
TSG8 MANAGEMENT GP LTD. (CAYMAN LTD.) Sponsor, GP, manager of pooled investment vehicles
TSG8 MANAGEMENT LP (CAYMAN) Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TSG9 LOWER TIER GP LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TSG9 MANAGEMENT GP L.P. (CAYMAN L.P.) Sponsor, GP, manager of pooled investment vehicles
TSG9 MANAGEMENT GP LTD. (CAYMAN LTD.) Sponsor, GP, manager of pooled investment vehicles
TSG9 MANAGEMENT LP (CAYMAN) Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BRAVES COINVESTOR HOLDINGS 1 L.P. AND AFFILIATE Private Equity Fund $229.9M $0.0M 12
CHAPPY BUYER COINVESTOR, L.P. Private Equity Fund $0.2M $0.0M 6
DG CO-INVESTOR, L.P. Private Equity Fund $133.8M $0.0M 6
DG COINVESTOR BLOCKER AGGREGATOR, L.P. Private Equity Fund $83.8M $0.0M 5
ESSERE COINVESTOR HOLDINGS 1, L.P. AND AFFILIATES Private Equity Fund $87.5M $0.0M 11
JEDI COINVESTOR 1 L.P. Private Equity Fund $920.7M $0.0M 36
JUPITER COINVESTOR II, L.P. Private Equity Fund $142.6M $0.0M 13
JUPITER COINVESTOR L.P. Private Equity Fund $603.1M $0.0M 16
MALLARD CO-INVESTORS, L.P. Private Equity Fund $166.0M $0.0M 19
PS CO-INVESTOR, L.P. Private Equity Fund $62.5M $0.0M 5
TITAN COINVESTOR L.P. Private Equity Fund $142.1M $0.0M 9
TSG 6 PF CO-INVESTORS A L.P. Private Equity Fund $4.5M $0.0M 3
TSG 6 PF CO-INVESTORS L.P. Private Equity Fund $30.6M $0.0M 4
TSG6 GOAT CO-INVESTORS L.P. Private Equity Fund $1.8M $0.0M 9
TSG6 L.P. Private Equity Fund $301.9M $50.0M 62
TSG7A L.P. Private Equity Fund $2,949.7M $50.0M 64
TSG7B, L.P. Private Equity Fund $574.1M $10.0M 63
TSG8 LP Private Equity Fund $2,209.6M $50.0M 52
TSG8 PARALLEL LP Private Equity Fund $1,498.6M $50.0M 33
TSG9 LP Private Equity Fund $3,458.2M $50.0M 74
TSG9 PARALLEL LP Private Equity Fund $2,673.7M $50.0M 34

Control Persons

Name Type Entity Title Since Ownership
ESSERMAN, CHARLES, HOWARD Individual CEO, SENIOR MANAGING PARTNER 11/1987 < 5%
O'HARA, JAMES, LEWIS Individual SENIOR MANAGING PARTNER 01/2001 < 5%
MULLIN, MARY, HADLEY Individual SENIOR MANAGING PARTNER 01/2007 < 5%
LECOMTE, PIERRE, SYLVIO Individual MANAGING PARTNER 01/2009 5-10%
WELCH, COLIN, SAMUEL ARTHUR Individual MANAGING PARTNER 03/2016 5-10%
ESSERMAN, CHARLES, HOWARD Individual TSG ADVISOR TOPCO LLC SENIOR MANAGING MEMBER 11/1987 25-50%
O'HARA, JAMES, LEWIS Individual TSG ADVISOR TOPCO LLC SENIOR MANAGING MEMBER 01/2001 25-50%
MULLIN, MARY, HADLEY Individual TSG ADVISOR TOPCO LLC SENIOR MANAGING MEMBER 01/2007 25-50%
TSG ADVISOR TOPCO LLC Domestic Entity TSG ADVISOR INTERMEDIATECO LLC MANAGING MEMBER 01/2020 50-75%
TSG ADVISOR MIDCO LLC Domestic Entity NON-MANAGING PARTNER 12/2016 50-75%
DURAN, JESSICA, ROBIN Individual CHIEF FINANCIAL OFFICER 07/2017 < 5%
TSG ADVISOR INTERMEDIATECO LLC Domestic Entity TSG ADVISOR MIDCO LLC MANAGING MEMBER 01/2020 > 75%
DYAL CAPITAL PARTNERS IV HOLDINGS (A) LP Domestic Entity TSG ADVISOR INTERMEDIATECO LLC NON-MANAGING MEMBER 01/2020 25-50%
TSG ADVISER TOPCO LLC Domestic Entity GENERAL PARTNER 09/2020 < 5%
WEILBACHER, ANDREW, STEVEN Individual CHIEF COMPLIANCE OFFICER 08/2021 < 5%

No. Employees, Historic

8040020202021202220232024202547 on 2/4/202056 on 3/27/202056 on 10/1/202056 on 2/4/202151 on 4/1/202151 on 8/9/202151 on 11/15/202165 on 3/31/202268 on 3/31/202368 on 6/26/202371 on 3/29/2024

RAUM, Historic

20B10B02020202120222023202420259208953379 on 2/4/20209410689941 on 3/27/202010316252112 on 10/1/202010316252112 on 2/4/202111216832396 on 4/1/202111216832396 on 8/9/202111216832396 on 11/15/202119694165119 on 3/31/202218703791692 on 3/31/202318703791692 on 6/26/202316275104871 on 3/29/2024

No. Clients, Historic

3015020202021202220232024202516 on 2/4/202015 on 3/27/202017 on 10/1/202017 on 2/4/202116 on 4/1/202116 on 8/9/202116 on 11/15/202118 on 3/31/202219 on 3/31/202319 on 6/26/202321 on 3/29/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
The Duckhorn Portfolio, Inc. Common Stock 439M 62M Mallard Holdco, LLC
Dutch Bros Inc. Class A Common Stock 216M 5M TSG7 A Management LLC