CHICAGO PACIFIC FOUNDERS

CHICAGO PACIFIC CAPITAL, L.P. Legal Name

Adviser information for CHICAGO PACIFIC FOUNDERS last updated from Form ADV on March 29th, 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 29
Investment Advisory/Research 24
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 20 $4.0B
Non-Discretionary 0 $0
Total 20 $4.0B

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 19 $4.0B
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 vehiclesPORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation % of AUMPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS

Identifiers

SEC RIA File Number 801-80330
SEC ERA File Number 801-80330
SEC CIK Numbers None
SEC CRD Numbers 172960
Legal Entity Identifier None

Principal Office

980 N. MICHIGAN AVE.
SUITE 1998
CHICAGO
IL
United States
Monday - Friday, 9AM - 5PM
Tel: 312-273-4750, Fax: None

Chief Compliance Officer

MICHAEL J. WILSON
CHIEF FINANCIAL OFFICER
980 N. MICHIGAN
SUITE 1998
CHICAGO
IL
United States
Tel: 312-273-4769
(Full email address available in API data)

Regulatory Contact

MATTHEW P. DOYLE
PARTNER, CHIEF OPERATING OFFICER, HEAD OF INVESTOR RELATIONS
980 N. MICHIGAN
SUITE 1998
CHICAGO
IL
United States
Tel: 312 273-4763
(Full email address available in API data)

Industry Affiliates

CHICAGO PACIFIC FOUNDERS GP II, L.P. Sponsor, GP, manager of pooled investment vehicles
CHICAGO PACIFIC FOUNDERS GP III, L.P. Sponsor, GP, manager of pooled investment vehicles
CHICAGO PACIFIC FOUNDERS GP, L.P. Sponsor, GP, manager of pooled investment vehicles
CHICAGO PACIFIC FOUNDERS HEALTHCARE REAL ESTATE FUND III GP, L.P. Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CHICAGO PACIFIC FOUNDERS FUND II-A, L.P. Private Equity Fund $218.5M $5.0M 13
CHICAGO PACIFIC FOUNDERS FUND II-B, L.P. Private Equity Fund $59.2M $5.0M 1
CHICAGO PACIFIC FOUNDERS FUND II, L.P. Private Equity Fund $1,134.8M $5.0M 92
CHICAGO PACIFIC FOUNDERS FUND III-A, L.P. Private Equity Fund $261.1M $5.0M 23
CHICAGO PACIFIC FOUNDERS FUND III, L.P. Private Equity Fund $891.1M $5.0M 169
CHICAGO PACIFIC FOUNDERS FUND-A, L.P. Private Equity Fund $34.5M $5.0M 3
CHICAGO PACIFIC FOUNDERS FUND-B, L.P. Private Equity Fund $74.1M $5.0M 4
CHICAGO PACIFIC FOUNDERS FUND, L.P. Private Equity Fund $903.7M $5.0M 76
CHICAGO PACIFIC FOUNDERS HEALTHCARE REAL ESTATE FUND III, L.P. Private Equity Fund $94.2M $5.0M 121
CHICAGO PACIFIC VISION PARTNERS, LLC Private Equity Fund $262.9M $0.0M 15
CPF LC2 CL, LLC Private Equity Fund $28.3M $0.0M 6
CPF LC2 MS, LLC Private Equity Fund $5.7M $0.0M 4
CPF PROVCO, LLC Private Equity Fund $4.9M $0.0M 2
CPF SENIOR ALPHA, LLC Private Equity Fund $9.7M $0.0M 2
CPF TRIAS INVESTMENT II, LLC Private Equity Fund $49.1M $0.0M 7
CPF-BH PARENT, LLC Private Equity Fund $256.8M $0.0M 13
CPF-SAGE HOLDINGS, LLC Private Equity Fund $121.1M $0.0M 8
HEARTBEAT HEALTH PARENT, LLC Private Equity Fund $85.7M $0.0M 7
VBC GROWTH SPV, LLC Private Equity Fund $33.3M $0.0M 7

Control Persons

Name Type Entity Title Since Ownership
CHICAGO PACIFIC MANAGEMENT GP, LLC Domestic Entity GENERAL PARTNER 04/2014 < 5%
DOYLE, MATTHEW, PAUL Individual PARTNER, CHIEF OPERATING OFFICER, HEAD OF INVESTOR RELATIONS 11/2015 < 5%
TOLAN, MARY, ANN Individual LIMITED PARTNER 04/2014 25-50%
LEISURE, LAWRENCE, BACON Individual LIMITED PARTNER 04/2014 25-50%
VANIER, VANCE, KEIRAN Individual LIMITED PARTNER 04/2014 25-50%
TOLAN, MARY, ANN Individual CHICAGO PACIFIC MANAGEMENT GP, LLC MEMBER 05/2014 25-50%
LEISURE, LAWRENCE, BACON Individual CHICAGO PACIFIC MANAGEMENT GP, LLC MEMBER 05/2014 25-50%
VANIER, VANCE, KEIRAN Individual CHICAGO PACIFIC MANAGEMENT GP, LLC MEMBER 05/2014 25-50%
WILSON, MICHAEL, JOHN Individual CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER 10/2015 < 5%

No. Employees, Historic

3015020202021202220232024202518 on 3/30/202018 on 5/29/202023 on 3/31/202123 on 5/25/202129 on 3/30/202229 on 3/31/202329 on 5/9/202329 on 3/29/2024

RAUM, Historic

4B2B02020202120222023202420251390926049 on 3/30/20201390926049 on 5/29/20201824687515 on 3/31/20211824687515 on 5/25/20212706342518 on 3/30/20223991760182 on 3/31/20233763962972 on 5/9/20233995954298 on 3/29/2024

No. Clients, Historic

2010020202021202220232024202512 on 3/30/202012 on 5/29/202012 on 3/31/202112 on 5/25/202113 on 3/30/202218 on 3/31/202318 on 5/9/202319 on 3/29/2024