IRVING PLACE CAPITAL MANAGEMENT, L.P.

Adviser information for IRVING PLACE CAPITAL MANAGEMENT, L.P. last updated from Form ADV on March 28th, 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 13
Investment Advisory/Research 9
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 $253.4M
Non-Discretionary 0 $0
Total 3 $253.4M

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 $253.4M
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 33

Services

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

Identifiers

SEC RIA File Number 801-74172
SEC ERA File Number 801-74172
SEC CIK Numbers None
SEC CRD Numbers 157579
Legal Entity Identifier N/A

Principal Office

745 FIFTH AVENUE
9TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 212-551-4500, Fax: None

Chief Compliance Officer

SWEN KUPFERSCHMID-ROJAS
745 FIFTH AVENUE, 9TH FLOOR
NEW YORK
NY
United States
Tel: 212-551-4500
(Full email address available in API data)

Industry Affiliates

IPC ADVISORS III SPV, L.P. Sponsor, GP, manager of pooled investment vehicles
IPC GROUP III, L.P. Sponsor, GP, manager of pooled investment vehicles
IPC MANAGER III SPV, L.P. Sponsor, GP, manager of pooled investment vehicles
IPCIII GP, LLC Sponsor, GP, manager of pooled investment vehicles
IPCM GP, LLC Sponsor, GP, manager of pooled investment vehicles
RADIAL EQUITY PARTNERS LP Other investment adviser, including financial planners
STAR AVENUE HOLDINGS I, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
IPC/UHS CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $0.2M $0.0M 11
IRVING PLACE CAPITAL PARTNERS III SPV, L.P. Private Equity Fund $253.0M $0.0M 107
MNO INVESTOR HOLDINGS, LLC Private Equity Fund $0.2M $0.0M 14

Control Persons

Name Type Entity Title Since Ownership
HOWARD, JOHN, DAVID Individual LIMITED PARTNER 07/2015 50-75%
CARPENTER, PHILIP, MOORE Individual LIMITED PARTNER 07/2015 50-75%
HOWARD, JOHN, DAVID Individual JDH MANAGEMENT LLC OWNER, MANAGING MEMBER 08/2000 > 75%
IPCM GP, LLC Domestic Entity GENERAL PARTNER 07/2015 < 5%
RADIAL MANAGEMENT LLC Domestic Entity IPCM GP, LLC OWNER / MEMBER 07/2015 50-75%
JDH MANAGEMENT LLC Domestic Entity IPCM GP, LLC OWNER / MEMBER 07/2015 50-75%
CARPENTER, PHILIP, MOORE Individual RADIAL MANAGEMENT LLC OWNER / MEMBER 05/2015 > 75%
KUPFERSCHMID, SWEN, PATRICK Individual CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 01/2019 < 5%

No. Employees, Historic

3015020202021202220232024202522 on 3/25/202022 on 4/13/202022 on 4/22/202020 on 3/30/202120 on 3/29/202214 on 3/31/202313 on 3/28/2024

RAUM, Historic

2B1B0202020212022202320242025868399528 on 3/25/2020868399528 on 4/13/2020868399528 on 4/22/20201026624273 on 3/30/2021371486456 on 3/29/2022321554425 on 3/31/2023253373103 on 3/28/2024

No. Clients, Historic

10502020202120222023202420256 on 3/25/20206 on 4/13/20206 on 4/22/20203 on 3/30/20213 on 3/29/20223 on 3/31/20233 on 3/28/2024