COHESIVE CAPITAL PARTNERS
COHESIVE CAPITAL MANAGEMENT, L.P. Legal Name
Adviser information for COHESIVE CAPITAL PARTNERS last updated from Form ADV on March 27th, 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 | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 11 | $1.4B |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $1.4B |
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 | 11 | $1.4B |
| 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 | 27 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-78279 |
|---|---|
| SEC ERA File Number | 801-78279 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160274 |
| Legal Entity Identifier | None |
Principal Office
650 FIFTH AVENUE16TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8-6
Tel: 212-616-9619, Fax: None
Chief Compliance Officer
KIMBERLY REMS
CHIEF FINANCIAL OFFICER
650 FIFTH AVENUE
16TH FLOOR
NEW YORK
NY
United States
Tel:
212-616-9623
K****@******************M
(Full email address available in API data)
Regulatory Contact
GREGORY ANGRIST
PARTNER
650 FIFTH AVENUE
16TH FLOOR
NEW YORK
NY
United States
Tel:
212-616-9609
G*******@******************M
(Full email address available in API data)
Industry Affiliates
| BEDROCK COMMUNITIES MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| BEDROCK MHC PARTNERS (GP), LLC | Sponsor, GP, manager of pooled investment vehicles |
| COHESIVE CAPITAL (GP), LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| COHESIVE CAPITAL (GP), LTD | Sponsor, GP, manager of pooled investment vehicles |
| COHESIVE CAPITAL II (GP), L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| COHESIVE CAPITAL II (GP), LTD. | Sponsor, GP, manager of pooled investment vehicles |
| COHESIVE CAPITAL III (GP), LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| COHESIVE CAPITAL IV (GP), LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| COHESIVE FEEDER GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| LIBERTY 2020 GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COHESIVE CAPITAL PARTNERS II, L.P. | Private Equity Fund | $343.7M | $0.5M | 400 |
| COHESIVE CAPITAL PARTNERS III, L.P. | Private Equity Fund | $447.9M | $0.5M | 495 |
| COHESIVE CAPITAL PARTNERS IV, L.P. | Private Equity Fund | $40.5M | $0.0M | 382 |
| COHESIVE CAPITAL PARTNERS, L.P. | Private Equity Fund | $62.1M | $0.5M | 93 |
| LIBERTY 2020 PARTNERS, L.P. | Private Equity Fund | $8.9M | $0.5M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARBER, JOHN, ROBERT | Individual | – | LIMITED PARTNER | 03/2010 | > 75% |
| COHESIVE CAPITAL MANAGEMENT (GP), LLC | Domestic Entity | – | GENERAL PARTNER | 03/2010 | < 5% |
| BARBER, JOHN, ROBERT | Individual | COHESIVE CAPITAL MANAGEMENT (GP), LLC | MANAGING MEMBER | 03/2010 | > 75% |
| ANGRIST, GREGORY, FRANK | Individual | – | PARTNER | 01/2013 | < 5% |
| Rems, Kimberly | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 05/2021 | < 5% |
| FREEMAN, SEAN, ADAM | Individual | – | PARTNER | 12/2021 | < 5% |
| FRANKEN, JOSEPH, PHILIP | Individual | – | PARTNER | 01/2024 | < 5% |