PARTHENON CAPITAL PARTNERS
PCP MANAGERS, L.P. Legal Name
Adviser information for PARTHENON CAPITAL PARTNERS 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 | 42 |
|---|---|
| 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 | 15 | $12.9B |
| Non-Discretionary | 0 | $0 |
| Total | 15 | $12.9B |
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 | 15 | $12.9B |
| 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 | 1 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based feesCLOSING FEES PAID BY NON-DISCRETIONARY CLIENT |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
FOUR EMBARCADERO CENTERSUITE 3610
SAN FRANCISCO
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 415-913-3900, Fax: 415-913-3913
Chief Compliance Officer
PAULO MARNOTO
GENERAL COUNSEL
399 BOYLSTON STREET
13TH FLOOR
BOSTON
MA
United States
Tel:
617-960-4073
Fax:
617-960-4010
P*******@*******************M
(Full email address available in API data)
Regulatory Contact
JOSEPH C. TAVEIRA
CHIEF FINANCIAL OFFICER
399 BOYLSTON STREET
13TH FLOOR
BOSTON
MA
United States
Tel:
617-970-3515
Fax:
617-960-4010
J*******@*******************M
(Full email address available in API data)
Industry Affiliates
| PARTHENON KA I GP, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PCAP PARTNERS II, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PCAP PARTNERS III, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PCP PARTNERS IV, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PCP PARTNERS V, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PCP PARTNERS VI, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PCP PARTNERS VII, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 01: PARTHENON INVESTORS VI, L.P. | Private Equity Fund | $1,635.3M | $0.0M | 75 |
| 02: PARTHENON INVESTORS VI PARALLEL, L.P. | Private Equity Fund | $1,153.6M | $0.0M | 55 |
| 03: PARTHENON CAPITAL EXECUTIVES FUND, L.P. | Private Equity Fund | $95.5M | $0.0M | 33 |
| 04: PARTHENON INVESTORS V, L.P. | Private Equity Fund | $2,804.0M | $0.0M | 53 |
| 05: PARTHENON INVESTORS IV, L.P. | Private Equity Fund | $1,745.7M | $0.0M | 34 |
| 06: PARTHENON INVESTORS III, L.P. | Private Equity Fund | $350.5M | $0.0M | 50 |
| 07: PARTHENON INVESTORS II, L.P. | Private Equity Fund | $11.3M | $0.0M | 78 |
| 08: PARTHENON CAPITAL PARTNERS FUND, L.P. | Private Equity Fund | $7.4M | $0.0M | 39 |
| 09: PARTHENON CAPITAL PARTNERS FUND III, L.P. | Private Equity Fund | $39.6M | $0.0M | 87 |
| 10: PARTHENON CAPITAL PARTNERS FUND II, L.P. | Private Equity Fund | $31.8M | $0.0M | 48 |
| 11: DETZ CO-INVESTMENT AGGREGATOR, L.P. | Private Equity Fund | $301.1M | $0.0M | 18 |
| 12: PARTHENON CAPITAL PARTNERS FUND IV, L.P. | Private Equity Fund | $23.8M | $0.0M | 93 |
| 13: PARTHENON INVESTORS VII, L.P. | Private Equity Fund | $2,582.8M | $0.0M | 105 |
| 14: PARTHENON INVESTORS VII PARALLEL, L.P | Private Equity Fund | $2,095.3M | $0.0M | 117 |
| 15: PARTHENON CAPITAL EXECUTIVES FUND II, L.P. | Private Equity Fund | $68.1M | $0.0M | 30 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PCP MANAGERS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2015 | < 5% |
| GOLSON, BRIAN, PHILIP | Individual | PCP MANAGERS GP, LLC | MEMBER, PCP MANAGERS GP, LLC | 12/2015 | 25-50% |
| MARNOTO, PAULO GEORGE, BARTOLOMEU | Individual | – | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | 09/2017 | < 5% |
| AMENT, DAVID, JACOB | Individual | PCP MANAGERS GP, LLC | MEMBER, PCP MANAGERS GP, LLC | 12/2015 | 25-50% |
| AMENT, DAVID, JACOB | Individual | – | MANAGING PARTNER AND LIMITED PARTNER | 12/2015 | 25-50% |
| GOLSON, BRIAN, PHILIP | Individual | – | MANAGING PARTNER AND LIMITED PARTNER | 12/2015 | 25-50% |
| KESSINGER, WILLIAM, CALDWELL | Individual | – | CHIEF INVESTMENT OFFICER AND LIMITED PARTNER | 12/2015 | 10-25% |
| DODSON, ANDREW, CALDWELL | Individual | – | MANAGING PARTNER AND LIMITED PARTNER | 04/2016 | 10-25% |
| TAVEIRA, JOSEPH, CRUZEIRO | Individual | – | CHIEF FINANCIAL OFFICER | 04/2020 | < 5% |