AE INDUSTRIAL PARTNERS, LP
Adviser information for AE INDUSTRIAL PARTNERS, LP 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 | 52 |
|---|---|
| Investment Advisory/Research | 37 |
| 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 | 30 | $6.2B |
| Non-Discretionary | 0 | $0 |
| Total | 30 | $6.2B |
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 | 30 | $6.2B |
| 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 |
Principal Office
6700 BROKEN SOUND PARKWAY NWBOCA RATON
FL
United States
Monday - Friday, 9AM-5PM
Tel: 561-372-0994, Fax: None
Chief Compliance Officer
LEANNE ERICKSON
HEAD OF HUMAN RESOURCES
6700 BROKEN SOUND PARKWAY NW
BOCA RATON
FL
United States
Tel:
561-372-0994
L********@*************M
(Full email address available in API data)
Regulatory Contact
MELISSA KLAFTER
CHIEF FINANCIAL OFFICER
6700 BROKEN SOUND PARKWAY NW
BOCA RATON
FL
United States
Tel:
561-372-0903
M*******@*************M
(Full email address available in API data)
Industry Affiliates
| AE INDUSTRIAL HORIZONX VENTURE FUND I, GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE INDUSTRIAL HORIZONX VENTURE FUND II, GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE INDUSTRIAL PARTNERS AEROSPACE LEASING FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE INDUSTRIAL PARTNERS AEROSPACE OPPORTUNITIES GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE INDUSTRIAL PARTNERS EXTENDED VALUE FUND GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE INDUSTRIAL PARTNERS FUND I GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE INDUSTRIAL PARTNERS FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE INDUSTRIAL PARTNERS FUND III GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| AE-GJC CO-INVEST FUNDING GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AE CO-INVESTMENT PARTNERS FUND III-Y | Private Equity Fund | $135.5M | $0.3M | 7 |
| AE INDUSTRIAL HORIZONX VENTURE CO-INVESTMENT FUND I, LP | Private Equity Fund | $10.0M | $5.0M | 1 |
| AE INDUSTRIAL HORIZONX VENTURE FUND I, LP | Private Equity Fund | $231.4M | $10.0M | 3 |
| AE INDUSTRIAL HORIZONX VENTURE FUND II, LP | Private Equity Fund | $83.6M | $5.0M | 2 |
| AE INDUSTRIAL PARTNERS AEROSPACE LEASING FUND II-A, LP | Private Equity Fund | $0.0M | $5.0M | 0 |
| AE INDUSTRIAL PARTNERS AEROSPACE LEASING FUND II, LP | Private Equity Fund | $226.3M | $5.0M | 3 |
| AE INDUSTRIAL PARTNERS AEROSPACE OPPORTUNITIES, LP- SERIES A | Private Equity Fund | $275.4M | $10.0M | 2 |
| AE INDUSTRIAL PARTNERS EXTENDED VALUE FUND LP | Private Equity Fund | $971.3M | $10.0M | 58 |
| AE INDUSTRIAL PARTNERS FUND I-A, L.P. | Private Equity Fund | $22.3M | $10.0M | 26 |
| AE INDUSTRIAL PARTNERS FUND I-B, L.P. | Private Equity Fund | $18.1M | $10.0M | 14 |
| AE INDUSTRIAL PARTNERS FUND I, L.P. | Private Equity Fund | $393.1M | $10.0M | 34 |
| AE INDUSTRIAL PARTNERS FUND II OUS AIV, LP | Private Equity Fund | $42.7M | $10.0M | 48 |
| AE INDUSTRIAL PARTNERS FUND II US AIV, LP | Private Equity Fund | $47.0M | $10.0M | 95 |
| AE INDUSTRIAL PARTNERS FUND II-A, LP | Private Equity Fund | $765.1M | $10.0M | 39 |
| AE INDUSTRIAL PARTNERS FUND II-B, LP | Private Equity Fund | $3.0M | $0.2M | 9 |
| AE INDUSTRIAL PARTNERS FUND II, LP | Private Equity Fund | $1,195.0M | $10.0M | 79 |
| AE INDUSTRIAL PARTNERS FUND III-A, LP | Private Equity Fund | $206.5M | $10.0M | 17 |
| AE INDUSTRIAL PARTNERS FUND III, LP | Private Equity Fund | $922.8M | $10.0M | 74 |
| AE INDUSTRIAL PARTNERS RSA AGGREGATOR, LP-SERIES 1 | Private Equity Fund | $34.8M | $5.0M | 4 |
| AE INDUSTRIAL PARTNERS RSA AGGREGATOR, LP-SERIES 2 | Private Equity Fund | $149.1M | $5.0M | 4 |
| AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP | Private Equity Fund | $228.2M | $25.0M | 8 |
| AE-GJC FUNDING, LP | Private Equity Fund | $72.4M | $10.0M | 1 |
| CH 234 LEASING LLC | Private Equity Fund | $42.5M | $5.0M | 3 |
| DISTRIBUTION AE CO-INVESTMENT PARTNERS, LP | Private Equity Fund | $27.2M | $10.0M | 4 |
| ENERCON AE CO-INVESTMENT PARTNERS, LP | Private Equity Fund | $0.7M | $1.0M | 6 |
| HW AE CO-INVESTMENT PARTNERS, LP | Private Equity Fund | $0.1M | $1.0M | 2 |
| KELLSTROM CO-INVESTMENT PARTNERS, L.P. | Private Equity Fund | $77.3M | $10.0M | 21 |
| MOELLER AE CO-INVESTMENT PARTNERS, LP | Private Equity Fund | $40.0M | $10.0M | 14 |
| STEPSTONE CH CO-INVESTOR FUND, L.P. | Private Equity Fund | $12.2M | $10.0M | 10 |
| SUNRISE AE CO-INVESTMENT PARTNERS, LP | Private Equity Fund | $0.1M | $1.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GREENE, MICHAEL, ROBERT | Individual | – | MANAGING PARTNER | 08/2014 | < 5% |
| ROWE, DAVID, HENRY | Individual | – | MANAGING PARTNER | 08/2014 | < 5% |
| AEROEQUITY GP, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2017 | < 5% |
| GREENE, MICHAEL, ROBERT | Individual | AEROEQUITY GP, LLC | MANAGING MEMBER | 12/2017 | 50-75% |
| ROWE, DAVID, HENRY | Individual | AEROEQUITY GP, LLC | MANAGING MEMBER | 12/2017 | 50-75% |
| AE INDUSTRIAL HOLDINGS, L.P. | Foreign Entity | – | LIMITED PARTNER | 08/2019 | > 75% |
| AE INDUSTRIAL W HOLDINGS SPV, L.P. | Foreign Entity | AE INDUSTRIAL HOLDINGS, L.P. | LIMITED PARTNER | 08/2019 | > 75% |
| AE INDUSTRIAL FEEDER, LP | Foreign Entity | AE INDUSTRIAL W HOLDINGS SPV, L.P. | LIMITED PARTNER | 08/2019 | > 75% |
| AEROEQUITY GP, LLC | Domestic Entity | AE INDUSTRIAL FEEDER, LP | GENERAL PARTNER | 08/2019 | |
| GREENE, MICHAEL, ROBERT | Individual | AE INDUSTRIAL FEEDER, LP | LIMITED PARTNER | 08/2019 | 50-75% |
| ROWE, DAVID, HENRY | Individual | AE INDUSTRIAL FEEDER, LP | LIMITED PARTNER | 08/2019 | 50-75% |
| ERICKSON, LEANNE, ELLEN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |
| KLAFTER, MELISSA, RAE | Individual | – | CHIEF FINANCIAL OFFICER | 07/2021 | < 5% |
| COMPTON, CHARLES | Individual | – | MANAGING PARTNER | 01/2024 | < 5% |
| NEMO, JON | Individual | – | MANAGING PARTNER | 01/2024 | < 5% |
| KIRK, KONERT | Individual | – | MANAGING PARTNER | 01/2024 | < 5% |