BGH CAPITAL
BGH CAPITAL PTY LIMITED Legal Name
Adviser information for BGH CAPITAL last updated from Form ADV on September 27th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | Australia |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-114116 |
|---|---|
| SEC ERA File Number | 802-114116 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297150 |
| Legal Entity Identifier | None |
Principal Office
LEVEL 26101 COLLINS STREET
MELBOURNE, VICTORIA
Australia
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 61391338880, Fax: None
Chief Compliance Officer
NICHOLAS AARON HARRISON
SENIOR LEGAL COUNSEL AND CHIEF COMPLIANCE OFFICER
LEVEL 26
101 COLLINS STREET
MELBOURNE, VICTORIA
Australia
Tel:
61391338891
N********@*************M
(Full email address available in API data)
Industry Affiliates
| BGH CAPITAL IA PTY LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| BGH CAPITAL IB PTY LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| BGH CAPITAL IIA PTY LTD | Sponsor, GP, manager of pooled investment vehicles |
| BGH CAPITAL IIB PTY LTD | Sponsor, GP, manager of pooled investment vehicles |
| BGH CAPITAL INVESTMENTS PTY LTD | Sponsor, GP, manager of pooled investment vehicles |
| BGH CAPITAL OFFSHORE GP I LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| BGH CAPITAL OFFSHORE GP II LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| BGH CAPITAL VCMP I, LP | Sponsor, GP, manager of pooled investment vehicles |
| BGH CAPITAL VCMP II, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BGH CAPITAL - MARRON CO-INVESTMENT TRUST | Private Equity Fund | $263.1M | $1.5M | 18 |
| BGH CAPITAL - PEGASUS CO-INVESTMENT TRUST | Private Equity Fund | $164.5M | $38.6M | 3 |
| BGH CAPITAL - VERTIGO CO-INVESTMENT TRUST | Private Equity Fund | $199.3M | $3.0M | 7 |
| BGH CAPITAL - VINEY CO-INVESTMENT TRUST | Private Equity Fund | $73.4M | $16.8M | 3 |
| BGH CAPITAL OFFSHORE I, LP | Private Equity Fund | $1,183.8M | $0.4M | 19 |
| BGH CAPITAL OFFSHORE II, LP | Private Equity Fund | $1,431.2M | $0.9M | 19 |
| BGH CAPITAL TRUST IA | Private Equity Fund | $629.9M | $0.4M | 24 |
| BGH CAPITAL TRUST IB | Private Equity Fund | $249.7M | $0.1M | 29 |
| BGH CAPITAL TRUST IIA | Private Equity Fund | $855.6M | $0.9M | 27 |
| BGH CAPITAL TRUST IIB | Private Equity Fund | $267.7M | $0.3M | 32 |
| BGH CAPITAL VCLP I, LP | Private Equity Fund | $97.8M | $0.4M | 24 |
| BGH CAPITAL VCLP II, LP | Private Equity Fund | $0.0M | $0.9M | 27 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAY, BENJAMIN, CAMERON | Individual | – | DIRECTOR | 10/2017 | < 5% |
| BISHOP, ROBIN, MICHAEL | Individual | – | DIRECTOR | 10/2017 | < 5% |
| MCCRONE, BRONWYN | Individual | – | CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER | 10/2017 | < 5% |
| HARLE, SIMON, EDWARD | Individual | – | DIRECTOR | 10/2017 | < 5% |
| MORFIS, HARI, NICOLAOU | Individual | – | GENERAL COUNSEL | 01/2019 | < 5% |
| BGH CAPITAL HOLDINGS PTY LIMITED | Foreign Entity | – | SOLE SHAREHOLDER | 02/2017 | > 75% |
| BGH CAPITAL PE HOLDINGS TRUST | Foreign Entity | BGH CAPITAL HOLDINGS PTY LIMITED | SOLE SHAREHOLDER | 02/2017 | > 75% |
| BGH CAPITAL PE HT PTY LIMITED | Foreign Entity | BGH CAPITAL PE HOLDINGS TRUST | TRUSTEE | 02/2017 | |
| HARRISON, NICHOLAS, AARON | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | < 5% |