KILDARE PARTNERS US, LLC
Adviser information for KILDARE PARTNERS US, LLC last updated from Form ADV on March 26th, 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 | 35 |
|---|---|
| Investment Advisory/Research | 22 |
| 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 | 10 | $1.9B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $1.9B |
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 | 10 | $1.9B |
| 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 | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesMISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS. |
Identifiers
| SEC RIA File Number | 801-78481 |
|---|---|
| SEC ERA File Number | 801-78481 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167984 |
| Legal Entity Identifier | None |
Principal Office
1301 SOLANA BLVD.BUILDING 2, SUITE 2300
WESTLAKE
TX
United States
Monday - Friday, 9AM - 5PM
Tel: 214-756-6030, Fax: 888-678-2928
Chief Compliance Officer
MARC LIPSHY
1301 SOLANA BLVD.
BUILDING 2, SUITE 2300
WESTLAKE
TX
United States
Tel:
214-756-6034
Fax:
888-678-2928
M******@******************M
(Full email address available in API data)
Regulatory Contact
GINGER QUILLEN
CHIEF FINANCIAL OFFICER
1301 SOLANA BLVD.
BUILDING 2, SUITE 2300
WESTLAKE
TX
United States
Tel:
214-756-6021
Fax:
888-678-2928
G*******@******************M
(Full email address available in API data)
Industry Affiliates
| KEP II INVESTORS GENPAR, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| KEP INVESTORS GENPAR, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| KILDARE GENPAR I, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| KILDARE GENPAR II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| KILDARE GENPAR III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| KILDARE GENPAR IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| KILDARE HOLDINGS US, LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| KILDARE HOLDINGS, LTD. | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| KILDARE EUROPEAN PARTNERS I, L.P. | Real Estate Fund | $106.1M | $50.0M | 33 |
| KILDARE EUROPEAN PARTNERS II, L.P. | Real Estate Fund | $1,126.3M | $25.0M | 64 |
| KILDARE PARTNERS IV, L.P. | Real Estate Fund | $210.3M | $10.0M | 13 |
| KILDARE US PARTNERS III, L.P. | Real Estate Fund | $402.9M | $25.0M | 28 |
| KP CO-INVEST I, L.P. | Real Estate Fund | $35.1M | $0.0M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PALETTA, LOUIS | Individual | – | PRESIDENT AND CHIEF OPERATING OFFICER - KILDARE PARTNERS US, LLC | 04/2013 | < 5% |
| QUILLEN, GINGER, MOORE | Individual | – | VICE PRESIDENT & SENIOR MANAGING DIRECTOR - KILDARE PARTNERS US, LLC | 04/2013 | < 5% |
| SHORT, ELLIS | Individual | – | MANAGING MEMBER - KILDARE PARTNERS US, LLC | 09/2017 | 50-75% |
| THE KILDARE HOLDINGS TRUST | Foreign Entity | KILDARE HOLDINGS, LTD | SHAREHOLDER | 04/2013 | 50-75% |
| KILDARE INTERNATIONAL LIMITED | Foreign Entity | THE KILDARE HOLDINGS TRUST | TRUSTEE | 07/2013 | 50-75% |
| KILDARE MANAGEMENT, LTD. | Foreign Entity | – | MEMBER - KILDARE PARTNERS US, LLC | 04/2013 | 50-75% |
| SHORT, ELLIS | Individual | THE KILDARE HOLDINGS TRUST | BENEFICIARY | 07/2013 | |
| KILDARE HOLDINGS, LTD | Foreign Entity | KILDARE MANAGEMENT, LTD. | SHAREHOLDER - COMMON SHARES | 04/2013 | 50-75% |
| Lipshy, Marc, Lewis | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2021 | < 5% |