SIGHTLINE PARTNERS LLC
Adviser information for SIGHTLINE PARTNERS LLC 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 8 | $136.8M |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $136.8M |
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 | 8 | $136.8M |
| 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 vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-80007 |
|---|---|
| SEC ERA File Number | 801-80007 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162629 |
| Legal Entity Identifier | None |
Principal Office
7801 E. BUSH LAKE ROADSUITE 210
BLOOMINGTON
MN
United States
Monday - Friday, 7:30 AM TO 5:00 PM
Tel: 952-641-0300, Fax: NONE
Websites
Chief Compliance Officer
LLOYD (BUZZ) BENSON
MANAGING DIRECTOR
7801 E. BUSH LAKE ROAD
SUITE 210
BLOOMINGTON
MN
United States
Tel:
952-641-0301
B***@********************M
(Full email address available in API data)
Regulatory Contact
ANDREA
CROOKS
7801 E. BUSH LAKE ROAD
SUITE 210
BLOOMINGTON
MN
United States
Tel:
952-641-0307
A*****@********************M
(Full email address available in API data)
Industry Affiliates
| 10K LAKES MANAGEMENT II LLC | Sponsor, GP, manager of pooled investment vehicles |
| 10K LAKES MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| MS PACE MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| SIGHITLINE EMERALD SPV MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| SIGHTLINE OPPORTUNITY MANAGEMENT II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SIGHTLINE OPPORTUNITY MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 10K LAKES FUND I LP | Private Equity Fund | $23.5M | $25.2M | 2 |
| 10K LAKES FUND II LP | Private Equity Fund | $74.6M | $2.1M | 5 |
| MS PACE LP | Private Equity Fund | $6.7M | $20.0M | 5 |
| SIGHTLINE EMERALD SPV LLC | Private Equity Fund | $9.7M | $0.1M | 3 |
| SIGHTLINE HEALTHCARE OPPORTUNITY FUND II-A, LP | Private Equity Fund | $3.3M | $5.0M | 4 |
| SIGHTLINE HEALTHCARE OPPORTUNITY FUND II-B, LP | Private Equity Fund | $9.7M | $0.1M | 50 |
| SIGHTLINE HEALTHCARE OPPORTUNITY FUND II, LP | Private Equity Fund | $9.4M | $0.3M | 13 |
| SIGHTLINE HEALTHCARE OPPORTUNITY FUND, LLC | Private Equity Fund | $0.0M | $1.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENSON, LLOYD, KENNETH | Individual | – | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | 10/2004 | > 75% |
| Benson, Vicki, Lee | Individual | – | COMMUNICATIONS OFFICER | 12/2020 | 10-25% |
| Paymaster, Kunal, Ullhas | Individual | – | MANAGING DIRECTOR | 12/2020 | < 5% |