CORPORATE PARTNERS II MANAGEMENT LLC
Adviser information for CORPORATE PARTNERS II MANAGEMENT LLC last updated from Form ADV on March 26th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
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 | 802-114512 |
|---|---|
| SEC ERA File Number | 802-114512 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161671 |
| Legal Entity Identifier | None |
Principal Office
45 ROCKEFELLER PLAZASUITE 2626
NEW YORK
NY
United States
Monday - Friday, 9AM-6PM
Tel: 212-332-5820, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| CORPORATE PARTNERS & CO. LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CORPORATE PARTNERS II HOLDINGS LLC | Sponsor, GP, manager of pooled investment vehicles |
| CORPORATE PARTNERS INVESTMENT ALLIANCE, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CP II MANAGER HOLDINGS LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CORPORATE PARTNERS II LIMITED | Private Equity Fund | $29.5M | $2.0M | 7 |
| CP II BIH COINVESTORS LLC | Private Equity Fund | $0.1M | $0.0M | 3 |
| CP II OA COINVESTORS LLC | Private Equity Fund | $0.1M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CORPORATE PARTNERS CAPITAL, LLC | Domestic Entity | – | MANAGING MEMBER OF CORPORATE PARTNERS II MANAGEMENT LLC | 08/2015 | > 75% |
| KAGAN, JONATHAN, HIRAM | Individual | CPXR, LLC | MANAGING MEMBER | 02/2009 | 50-75% |
| WAMBOLD, ALI, EDWARD | Individual | CPXR, LLC | MANAGING MEMBER | 02/2009 | 50-75% |
| CORPORATE PARTNERS CAPITAL, LLC | Domestic Entity | – | MANAGING MEMBER OF CORPORATE PARTNERS II HOLDINGS LLC | 08/2015 | < 5% |
| WAMBOLD, ALI, EDWARD | Individual | – | NON-MANAGING MEMBER OF CORPORATE PARTNERS II HOLDINGS LLC | 02/2005 | 50-75% |
| KAGAN, JONATHAN, HIRAM | Individual | – | NON-MANAGING MEMBER OF CORPORATE PARTNERS II HOLDINGS LLC | 02/2005 | 50-75% |
| WAMBOLD, ALI, EDWARD | Individual | – | MANAGING PRINCIPAL | 02/2009 | < 5% |
| KAGAN, JONATHAN, HIRAM | Individual | – | MANAGING PRINCIPAL | 02/2009 | < 5% |
| CPXR, LLC | Domestic Entity | CORPORATE PARTNERS CAPITAL, LLC | MANAGING MEMBER | 08/2015 | > 75% |