NITORUM CAPITAL, L.P.

Adviser information for NITORUM CAPITAL, L.P. 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 7
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 $1.8B
Non-Discretionary 0 $0
Total 3 $1.8B

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 $1.8B
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 67

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-80626
SEC ERA File Number 801-80626
SEC CIK Numbers 1630243
SEC CRD Numbers 173617
Legal Entity Identifier 549300OZH57ZKXPFJI47

Principal Office

450 PARK AVENUE
7TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 212-356-6300, Fax: 646-514-1600

Chief Compliance Officer

TARA L. MCCARTHY
GENERAL COUNSEL
450 PARK AVENUE
7TH FLOOR
NEW YORK
NY
United States
Tel: 212-356-6312
Fax: 646-514-1600
(Full email address available in API data)

Regulatory Contact

BRENDAN P. MCHUGH
PRINCIPAL AND CHIEF FINANCIAL OFFICER
450 PARK AVENUE
7TH FLOOR
NEW YORK
NY
United States
Tel: 212-356-6310
Fax: 646-514-1600
(Full email address available in API data)

Industry Affiliates

NITORUM GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
NITORUM FUND, L.P. Hedge Fund $772.8M $1.0M 95
NITORUM MASTER FUND, L.P. Hedge Fund $980.4M $1.0M 92

Control Persons

Name Type Entity Title Since Ownership
NITORUM CAPITAL GP, LLC Domestic Entity GENERAL PARTNER 07/2014 < 5%
ROSEN FAMILY TRUST Domestic Entity LIMITED PARTNER 07/2014 5-10%
ROSEN, SETH, DAMON Individual MANAGING PARTNER; TRUSTEE - ROSEN FAMILY TRUST 07/2014 > 75%
MCHUGH, BRENDAN, PETER Individual PRINCIPAL AND CHIEF FINANCIAL OFFICER 08/2014 < 5%
ROSEN, SETH, DAMON Individual NITORUM CAPITAL GP, LLC MANAGING MEMBER 07/2014 > 75%
Schurr, Alissa, Brooke Individual TRUSTEE - ROSEN FAMILY TRUST 03/2018 5-10%
MCCARTHY, TARA, LISA Individual GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 06/2020 < 5%

No. Employees, Historic

2010020202021202220232024202515 on 1/15/202015 on 3/26/202015 on 6/12/202016 on 3/30/202115 on 3/30/202216 on 3/31/202313 on 3/28/2024

RAUM, Historic

5B3B02020202120222023202420253994589696 on 1/15/20203990828345 on 3/26/20203808524925 on 6/12/20204658052688 on 3/30/20214109224692 on 3/30/20222503438887 on 3/31/20231753146930 on 3/28/2024

No. Clients, Historic

10502020202120222023202420253 on 1/15/20203 on 3/26/20203 on 6/12/20203 on 3/30/20213 on 3/30/20223 on 3/31/20233 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACADIA HEALTHCARE COMPANY IN COM 40M 586K
BERKSHIRE HATHAWAY INC DEL CL B NEW 38M 94K
BIO RAD LABS INC CL A 19M 70K
BOYD GAMING CORP COM 39M 700K
CANNAE HLDGS INC COM 38M 2M
CENTENE CORP DEL COM 18M 267K
CHURCHILL DOWNS INC COM 90M 643K
COPART INC COM 25M 463K
EBAY INC. COM 22M 413K
EVERCORE INC CLASS A 18M 88K
FIDELITY NATL INFORMATION SV COM 42M 555K
FISERV INC COM 47M 313K
FTI CONSULTING INC COM 27M 127K
GENTEX CORP COM 27M 815K
ICU MED INC COM 29M 248K
LAUREATE EDUCATION INC COMMON STOCK 22M 1M
MANNKIND CORP COM NEW 53M 10M
MARTIN MARIETTA MATLS INC COM 62M 114K
MASTERCARD INCORPORATED CL A 34M 76K
OREILLY AUTOMOTIVE INC COM 24M 23K
PRICESMART INC COM 19M 235K
PRIMO WATER CORPORATION COM 54M 2M
RB GLOBAL INC COM 28M 367K
UNITED THERAPEUTICS CORP DEL COM 45M 141K
VALMONT INDS INC COM 19M 70K
VERISIGN INC COM 17M 97K
WEBSTER FINL CORP COM 22M 498K