CIC PARTNERS MANAGEMENT LLC
Adviser information for CIC PARTNERS MANAGEMENT LLC last updated from Form ADV on March 21st, 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 | Delaware, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 5 |
| 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 | $585.4M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $585.4M |
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 | $585.4M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPRIVATE EQUITY FUNDS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74267 |
|---|---|
| SEC ERA File Number | 801-74267 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158019 |
| Legal Entity Identifier | None |
Principal Office
3879 MAPLE AVENUESUITE 400
DALLAS
TX
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 214 871-6819, Fax: 214 880-4491
Chief Compliance Officer
ALAN BUEHLER
CHIEF FINANCIAL OFFICER
3879 MAPLE AVENUE
SUITE 400
DALLAS
TX
United States
Tel:
(214) 871-6877
Fax:
(214) 880-4491
A*******@**************M
(Full email address available in API data)
Regulatory Contact
FOUAD BASHOUR
MANAGER
3879 MAPLE AVENUE
SUITE 400
DALLAS
TX
United States
Tel:
(214) 871-6825
Fax:
(214) 880-4491
F*******@**************M
(Full email address available in API data)
Industry Affiliates
| CIC III GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| CIC IV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| CIC PARTNERS FIRM GP LLC | Sponsor or syndicator of limited partnerships |
| CIC PARTNERS FIRM LP | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| CIC V GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CIC III LP | Private Equity Fund | $127.2M | $0.0M | 85 |
| CIC IV LP | Private Equity Fund | $212.5M | $0.0M | 168 |
| CIC V LP | Private Equity Fund | $245.7M | $0.0M | 205 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CIC PARTNERS FIRM LP | Domestic Entity | – | MEMBER | 03/2011 | > 75% |
| BASHOUR, FOUAD, ZOUHAIR | Individual | – | MANAGER | 03/2011 | < 5% |
| PAYNE, MARSHALL, BRYAN | Individual | CIC PARTNERS FIRM LP | PARTNER | 02/2007 | 25-50% |
| CIC PARTNERS FIRM GP LLC | Domestic Entity | CIC PARTNERS FIRM LP | GENERAL PARTNER | 02/2007 | |
| PAYNE, MARSHALL, BRYAN | Individual | – | MANAGER | 03/2011 | < 5% |
| RAWLINGS, MICHAEL, SCOTT | Individual | – | MANAGER | 03/2011 | < 5% |
| BUEHLER, ALAN, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 06/2016 | < 5% |
| YOFFE, AMIR, (NMN) | Individual | – | MANAGER | 01/2016 | < 5% |
| BASHOUR, FOUAD, ZOUHAIR | Individual | CIC PARTNERS FIRM LP | MANAGER | 03/2011 | 25-50% |
| YOFFE, AMIR, (NMN) | Individual | CIC PARTNERS FIRM LP | MANAGER | 01/2016 | 25-50% |