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 |
Principal Office
1100 LARKSPUR LANDING CIRCLESUITE 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
D**********@**************M
(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
A******@**************M
(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
RAUM, Historic
No. Clients, Historic
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 |