VESTAR CAPITAL PARTNERS, LLC

Adviser information for VESTAR CAPITAL PARTNERS, LLC 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 Liability Company
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 43
Investment Advisory/Research 26
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 33 $3.2B
Non-Discretionary 0 $0
Total 33 $3.2B

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 33 $3.2B
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 58

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-74167
SEC ERA File Number 801-74167
SEC CIK Numbers None
SEC CRD Numbers 155953
Legal Entity Identifier None

Principal Office

520 MADISON AVENUE
33RD FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 212-351-1600, Fax: 212-808-4922

Chief Compliance Officer

MICHELLE BERGMAN
GENERAL COUNSEL
520 MADISON AVENUE
33RD FLOOR
NEW YORK
NY
United States
Tel: 212-351-1600
Fax: 212-808-4922
(Full email address available in API data)

Regulatory Contact

BRIAN SCHWARTZ
AUTHORIZED SIGNATORY
520 MADISON AVENUE
33RD FLOOR
NEW YORK
NY
United States
Tel: 212-351-1651
Fax: 212-949-6144
(Full email address available in API data)

Industry Affiliates

VESTAR ASSOCIATES V, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
VESTAR ASSOCIATES VI, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
VESTAR ASSOCIATES VII, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
VESTAR MANAGERS V LTD. Sponsor, GP, manager of pooled investment vehicles
VESTAR MANAGERS VI LTD. Sponsor, GP, manager of pooled investment vehicles
VESTAR MANAGERS VII LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FHP CO-INVEST AGGREGATOR, L.P. Private Equity Fund $0.0M $0.0M 18
IRI CO-INVEST AGGREGATOR, L.P. Private Equity Fund $108.9M $0.1M 29
PURPOSEFUL FOODS INVESTOR LP Private Equity Fund $311.8M $0.0M 19
SENSIBLE FOODS CO-INVEST AGGREGATOR, L.P. Private Equity Fund $40.4M $0.0M 22
V-SKY CO-INVEST AGGREGATOR II, L.P. Private Equity Fund $137.3M $0.0M 14
V-SKY CO-INVEST AGGREGATOR, L.P. Private Equity Fund $29.1M $0.0M 13
VCP BOSTON CO-INVEST, L.P. Private Equity Fund $71.4M $0.0M 31
VCP EDC CO-INVEST, LLC Private Equity Fund $3.5M $0.1M 7
VCP TECH24 CO-INVEST AGGREGATOR LP Private Equity Fund $93.1M $0.0M 26
VESPA CO-INVEST AGGREGATOR 1, LLC Private Equity Fund $23.0M $0.0M 9
VESPA CO-INVEST AGGREGATOR 2, LLC Private Equity Fund $2.4M $0.0M 14
VESPA NWM CO-INVEST, LLC Private Equity Fund $4.4M $0.0M 2
VESTAR / PRESENCE INVESTMENTS I, L.P. Private Equity Fund $32.2M $0.0M 8
VESTAR CAPITAL PARTNERS V-A, L.P. Private Equity Fund $0.5M $10.0M 54
VESTAR CAPITAL PARTNERS V-B, L.P. Private Equity Fund $0.0M $10.0M 3
VESTAR CAPITAL PARTNERS V, L.P. Private Equity Fund $1.5M $10.0M 132
VESTAR CAPITAL PARTNERS VI-A, L.P. Private Equity Fund $42.4M $10.0M 17
VESTAR CAPITAL PARTNERS VI, L.P. Private Equity Fund $391.6M $10.0M 32
VESTAR CAPITAL PARTNERS VII-A, L.P. Private Equity Fund $120.7M $0.3M 20
VESTAR CAPITAL PARTNERS VII, L.P. Private Equity Fund $972.4M $0.3M 52
VESTAR CO-INVEST V, L.P. Private Equity Fund $0.4M $0.0M 40
VESTAR CO-INVEST VI, L.P. Private Equity Fund $6.2M $0.0M 28
VESTAR EXECUTIVES V, L.P. Private Equity Fund $0.1M $0.3M 114
VESTAR EXECUTIVES VI, L.P. Private Equity Fund $6.3M $0.3M 29
VESTAR EXECUTIVES VII, L.P. Private Equity Fund $27.6M $0.3M 75
VESTAR HOLDINGS V, L.P. Private Equity Fund $0.4M $0.0M 2
VESTAR INVESTORS V, LP Private Equity Fund $0.0M $0.0M 39
VESTAR INVESTORS VI, L.P. Private Equity Fund $0.8M $0.0M 17
VESTAR IRI-NPD CO-INVEST AGGREGATOR, L.P. Private Equity Fund $775.9M $0.0M 40
VESTAR/TRITON INVESTMENTS I, LP Private Equity Fund $0.0M $0.0M 1
VESTAR/TRITON INVESTMENTS II, LP Private Equity Fund $0.0M $0.0M 1
VESTAR/TRITON INVESTMENTS III, LP Private Equity Fund $0.0M $0.0M 1
VESTAR/TRITON INVESTMENTS, LP Private Equity Fund $0.0M $0.0M 8

Control Persons

Name Type Entity Title Since Ownership
OCONNELL, DANIEL, STEPHEN Individual CHIEF EXECUTIVE OFFICER 04/1988 < 5%
SCHWARTZ, BRIAN, PAUL Individual AUTHORIZED SIGNATORY 07/2019 < 5%
O'KEEFE, KENNETH, JOHN Individual CHIEF OPERATING OFFICER 11/2009 < 5%
VESTAR MANAGEMENT CORPORATION II Domestic Entity PARTNER 05/1993 > 75%
OCONNELL, DANIEL, STEPHEN Individual VESTAR MANAGEMENT CORPORATION II SHAREHOLDER 05/1993 > 75%
BERGMAN, MICHELLE, DUNCAN Individual CHIEF COMPLIANCE OFFICER 06/2019 < 5%
SPILLANE, BRENDAN, JOSEPH Individual CHIEF FINANCIAL OFFICER 05/2018 < 5%

No. Employees, Historic

50250201920202021202220232024202540 on 6/5/201940 on 1/2/202044 on 3/30/202044 on 6/22/202045 on 3/31/202145 on 4/6/202145 on 5/27/202146 on 3/31/202246 on 5/18/202244 on 3/31/202344 on 4/25/202343 on 3/29/2024

RAUM, Historic

4B2B020192020202120222023202420252879415393 on 6/5/20192811380753 on 1/2/20202619693332 on 3/30/20202619585234 on 6/22/20202060462952 on 3/31/20212060462952 on 4/6/20212059923200 on 5/27/20212785827990 on 3/31/20222785840890 on 5/18/20222926701544 on 3/31/20232925938719 on 4/25/20233163033511 on 3/29/2024

No. Clients, Historic

70350201920202021202220232024202566 on 6/5/201965 on 1/2/202043 on 3/30/202043 on 6/22/202039 on 3/31/202139 on 4/6/202139 on 5/27/202139 on 3/31/202239 on 5/18/202239 on 3/31/202339 on 4/25/202333 on 3/29/2024