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 |
Principal Office
450 PARK AVENUE7TH 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
T*@*****************M
(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
B*@*****************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |