LBO FRANCE
LBO FRANCE GESTION Legal Name
Adviser information for LBO FRANCE last updated from Form ADV on June 13th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | France |
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 | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 802-115079 |
|---|---|
| SEC ERA File Number | 802-115079 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 174900 |
| Legal Entity Identifier | 10568360/10568441 |
Principal Office
148 RUE DE L'UNIVERSITEPARIS
France
Monday - Friday, 9:00-20-00 CET
Tel: 33.1.40.62.75.69, Fax: 33.1.40.62.75.69
Websites
Chief Compliance Officer
MARKU ZHENI
148 RUE DE L'UNIVERSITE
PARIS
France
Tel:
+33 1 40 62 75 69
Fax:
+33 1 40 62 75 69
Z**********@************M
(Full email address available in API data)
Industry Affiliates
| ALTERCAP SARL | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AFRICA TOP INVEST | Private Equity Fund | $6.9M | $0.1M | 3 |
| ALLIANCE INVEST | Private Equity Fund | $5.4M | $0.1M | 3 |
| BEXLEY INVEST | Private Equity Fund | $5.4M | $0.1M | 3 |
| BIKE INVEST | Private Equity Fund | $5.4M | $0.1M | 3 |
| CMR INVEST | Venture Capital Fund | $2.9M | $0.1M | 110 |
| COLONIES INVEST | Venture Capital Fund | $5.5M | $0.1M | 35 |
| CROUZET INVEST | Private Equity Fund | $25.4M | $0.1M | 3 |
| DIGITAL HEALTH OPPORTUNITIES | Venture Capital Fund | $5.5M | $0.1M | 43 |
| DUTSCHER INVEST | Private Equity Fund | $62.9M | $0.1M | 3 |
| EFFIMMO FPCI | Venture Capital Fund | $2.1M | $0.1M | 43 |
| ENTREPRENEUR OPPORTUNITIES | Venture Capital Fund | $26.8M | $0.1M | 43 |
| FCPR WHITE CAPS SELECTION | Private Equity Fund | $20.9M | $0.1M | 2 |
| FCPR WHITE CAPS SELECTION 2 | Private Equity Fund | $4.1M | $0.1M | 2 |
| FH INVEST | Venture Capital Fund | $6.4M | $0.1M | 110 |
| FIPS SCIENCE & INNOVATION 2001 | Venture Capital Fund | $9.6M | $0.1M | 43 |
| FIPS TECH GROWTH SECONDARY | Venture Capital Fund | $26.8M | $0.1M | 43 |
| FPCI CDC INNOVATION 2000 | Venture Capital Fund | $5.3M | $0.1M | 43 |
| FPCI DIGITAL HEALTH 2 | Venture Capital Fund | $7.3M | $0.1M | 43 |
| FPCI INNOVATION CAPITAL PLEDGE 1 | Venture Capital Fund | $0.6M | $0.1M | 43 |
| FPCI INNOVATION III | Venture Capital Fund | $0.1M | $0.1M | 43 |
| FPCI LBO FRANCE CAPDEV FRR FRANCE | Venture Capital Fund | $71.5M | $0.1M | 43 |
| FPCI NEWSTONE | Venture Capital Fund | $2.9M | $0.1M | 35 |
| FPCI SCIENCE & INNOVATION 2001 COMPARTIMENT A | Venture Capital Fund | $13.1M | $0.1M | 43 |
| FPCI SCIENCE & INNOVATION 2001 COMPARTIMENT B | Venture Capital Fund | $2.4M | $0.1M | 43 |
| FPCI SERVICES INNOVANTS SANTE ET AUTONOMIE | Venture Capital Fund | $70.8M | $0.1M | 43 |
| FRAM INVEST | Private Equity Fund | $0.0M | $0.1M | 3 |
| GEOXIA INVEST | Venture Capital Fund | $0.2M | $0.1M | 43 |
| GIOCONDA | Private Equity Fund | $47.6M | $0.1M | 3 |
| HEXAGONE III | Venture Capital Fund | $91.4M | $0.1M | 133 |
| HMY INVEST | Venture Capital Fund | $7.2M | $0.1M | 43 |
| ID INVEST | Private Equity Fund | $5.4M | $0.1M | 3 |
| MF PRIVATE EQUITY II | Venture Capital Fund | $0.5M | $0.1M | 109 |
| MF PRIVATE EQUITY III | Venture Capital Fund | $0.1M | $0.1M | 109 |
| MOUSTACHE INVEST | Private Equity Fund | $37.3M | $0.1M | 3 |
| OXIO PRIVATE EQUITY | Venture Capital Fund | $3.0M | $0.1M | 110 |
| RG SAFETY INVEST | Venture Capital Fund | $59.9M | $0.1M | 43 |
| SMALL CAPS OPPORTUNITIES 2 FUND | Venture Capital Fund | $4.2M | $0.1M | 110 |
| SMALL CAPS OPPORTUNITIES BIS | Venture Capital Fund | $24.2M | $0.1M | 110 |
| SMALL CAPS OPPORTUNITIES FUND | Venture Capital Fund | $74.7M | $0.1M | 110 |
| SMALL CAPS OPPORTUNITIES ITALIA FPCI | Venture Capital Fund | $74.7M | $0.1M | 110 |
| WHITE CAPS OPPORTUNITIES | Venture Capital Fund | $2.8M | $0.1M | 43 |
| WHITE CAPS SELECTION 3 | Private Equity Fund | $4.1M | $0.1M | 2 |
| WHITE KNIGHT IX | Private Equity Fund | $208.8M | $0.1M | 2 |
| WHITE KNIGHT IX BIS | Venture Capital Fund | $18.2M | $0.1M | 2 |
| WHITE KNIGHT IX NEW FPCI | Private Equity Fund | $99.9M | $0.1M | 2 |
| WHITE KNIGHT VI BIS | Venture Capital Fund | $4.7M | $0.1M | 100 |
| WHITE KNIGHT VII | Venture Capital Fund | $8.0M | $0.1M | 174 |
| WHITE STONE III | Venture Capital Fund | $1.3M | $0.1M | 133 |
| WHITE STONE IV | Venture Capital Fund | $0.7M | $0.1M | 133 |
| WHITE STONE VALUE | Venture Capital Fund | $6.4M | $0.1M | 35 |
| WHITE STONE VI | Venture Capital Fund | $27.2M | $0.1M | 35 |
| WHITE STONE VII | Venture Capital Fund | $13.5M | $0.1M | 35 |
| ZATO INVEST | Private Equity Fund | $5.4M | $0.1M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARKU, ZHENI | Individual | – | CCO | 02/2018 | < 5% |
| Daussun, Robert | Individual | – | CEO | 02/1998 | < 5% |
| Auriol, Marie-Astrid | Individual | – | CFO | 07/2003 | < 5% |
| Taldu, Gilles | Individual | GTU SERVICES | SHAREHOLDER / MEMBER OF THE BOARD | 09/2012 | > 75% |
| GTU SERVICES | Foreign Entity | – | SHAREHOLDER | 09/2012 | 5-10% |
| FRANCOIS IV | Foreign Entity | – | SHAREHOLDER | 10/2000 | > 75% |
| KILTERRY | Foreign Entity | – | SHAREHOLDER | 12/2003 | 5-10% |
| SARMANE-LBO | Foreign Entity | – | SHAREHOLDER | 12/2003 | 5-10% |
| UNIVERSITE STAFF | Foreign Entity | – | SHAREHOLDER | 05/2012 | 10-25% |
| Boulman, Thomas | Individual | KILTERRY | SHAREHOLDER | 12/2003 | > 75% |
| Guez, Jerome | Individual | SARMANE-LBO | SHAREHOLDER | 12/2003 | > 75% |
| Daussun, Robert | Individual | FRANCOIS IV | SHAREHOLDER | 10/2000 | > 75% |