ARCMONT ASSET MANAGEMENT LIMITED
Adviser information for ARCMONT ASSET MANAGEMENT LIMITED 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
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 | 802-118010 |
|---|---|
| SEC ERA File Number | 802-118010 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306949 |
| Legal Entity Identifier | 2138001DQUZ2LO76TQ26 |
Principal Office
5 HANOVER SQUARELONDON
United Kingdom
Monday - Friday, 08:00-17:30
Tel: +44 20 3761 0700, Fax: None
Chief Compliance Officer
JOANNA RAILTON
CHIEF COMPLIANCE OFFICER
5 HANOVER SQUARE
LONDON
United Kingdom
Tel:
+44 20 3761 0723
J*******@**********M
(Full email address available in API data)
Industry Affiliates
| AGR PARTNERS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CHURCHILL ASSET MANAGEMENT LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CHURCHILL DLC ADVISOR LLC | Other investment adviser, including financial planners |
| CLEAN ENERGY PARTNERS LLP | Sponsor, GP, manager of pooled investment vehicles |
| GLENNMONT ASSET MANAGEMENT LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| GLENNMONT PARTNERS I LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| GRESHAM INVESTMENT MANAGEMENT LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| NUVEEN ALTERNATIVES ADVISORS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NUVEEN ALTERNATIVES EUROPE | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NUVEEN ASSET MANAGEMENT EUROPE | Other investment adviser, including financial planners |
| NUVEEN ASSET MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorPension consultantSponsor, GP, manager of pooled investment vehicles |
| NUVEEN FUND ADVISORS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| NUVEEN INVESTMENT MANAGEMENT INTERNATIONAL LIMITED | Other investment adviser, including financial planners |
| NUVEEN REAL ESTATE | Other investment adviser, including financial planners |
| NUVEEN SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| NUVEEN SINGAPORE PRIVATE LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TEACHERS ADVISORS, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TIAA-CREF INVESTMENT MANAGEMENT LLC | Other investment adviser, including financial planners |
| WESTCHESTER GROUP REAL ESTATE, INC. | Real estate broker or dealer |
| WINSLOW CAPITAL MANAGEMENT LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CAPITAL SOLUTIONS FUND I (MASTER) SCA SICAV-RAIF | PRIVATE DEBT | $786.0M | $1.1M | 32 |
| CAPITAL SOLUTIONS FUND II (MASTER) SCA SICAV-RAIF | PRIVATE DEBT | $347.7M | $5.0M | 4 |
| CS PRIVATE DEBT SLP | PRIVATE DEBT | $1,194.6M | $1,194.6M | 1 |
| DIRECT LENDING FUND II SLP | PRIVATE DEBT | $684.1M | $5.0M | 80 |
| DIRECT LENDING FUND II USD SLP | PRIVATE DEBT | $222.2M | $5.0M | 35 |
| DIRECT LENDING FUND III (MASTER-L) SLP | PRIVATE DEBT | $1,192.4M | $5.0M | 27 |
| DIRECT LENDING FUND III (MASTER) SLP | PRIVATE DEBT | $3,927.7M | $5.0M | 133 |
| DIRECT LENDING FUND IV (MASTER-L) SCA SICAV-RAIF - DIRECT LENDING LEVERAGED 10 COMPARTMENT | PRIVATE DEBT | $0.0M | $10.0M | 0 |
| DIRECT LENDING FUND IV (MASTER-L) SCA SICAV-RAIF - DIRECT LENDING LEVERAGED COMPARTMENT | PRIVATE DEBT | $845.3M | $10.0M | 24 |
| DIRECT LENDING FUND IV (MASTER-L) SCA SICAV-RAIF - SENIOR LEVERAGED COMPARTMENT | PRIVATE DEBT | $323.1M | $10.0M | 4 |
| DIRECT LENDING FUND IV (MASTER) SCA SICAV-RAIF - CO-INVESTMENT COMPARTMENT | PRIVATE DEBT | $322.7M | $10.0M | 11 |
| DIRECT LENDING FUND IV (MASTER) SCA SICAV-RAIF - DIRECT LENDING 10 COMPARTMENT | PRIVATE DEBT | $361.4M | $10.0M | 10 |
| DIRECT LENDING FUND IV (MASTER) SCA SICAV-RAIF - DIRECT LENDING COMPARTMENT | PRIVATE DEBT | $2,881.1M | $10.0M | 80 |
| DIRECT LENDING FUND IV (MASTER) SCA SICAV-RAIF - SENIOR COMPARTMENT | PRIVATE DEBT | $1,186.2M | $10.0M | 27 |
| PRIVATE DEBT SMA (F) SLP | PRIVATE DEBT | $351.1M | $351.1M | 1 |
| PRIVATE DEBT SMA (NST) | PRIVATE DEBT | $221.0M | $221.0M | 1 |
| PRIVATE DEBT SMA (OS) SLP | PRIVATE DEBT | $159.0M | $159.0M | 1 |
| SENIOR LOAN FUND I (A) SLP | PRIVATE DEBT | $889.7M | $5.0M | 63 |
| SENIOR LOAN FUND I (B) SLP | PRIVATE DEBT | $241.4M | $5.0M | 18 |
| SENIOR LOAN FUND I (C) SLP | PRIVATE DEBT | $554.5M | $5.0M | 28 |
| SENIOR LOAN FUND II (MASTER) SCA SICAV RAIF UNLEVERAGED | PRIVATE DEBT | $3,691.8M | $5.0M | 118 |
| SENIOR LOAN FUND II (MASTER) SCA SICAV-RAIF LEVERAGED | PRIVATE DEBT | $274.3M | $5.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FOBEL, ANTHONY, PETER | Individual | – | DIRECTOR | 10/2019 | > 75% |
| BROWN, NATHAN, JAMES | Individual | – | DIRECTOR | 10/2019 | < 5% |
| ARCMONT ASSET MANAGEMENT HOLDCO LIMITED | Foreign Entity | – | SHAREHOLDER | 10/2019 | > 75% |
| NUVEEN PRIVATE CAPITAL LLC | Domestic Entity | ARCMONT ASSET MANAGEMENT HOLDCO LIMITED | SHAREHOLDER | 03/2023 | > 75% |
| NUVEEN ALTERNATIVE HOLDINGS LLC | Domestic Entity | NUVEEN PRIVATE CAPITAL LLC | MEMBER | 03/2023 | > 75% |
| TIAA-CREF ASSET MANAGEMENT LLC | Domestic Entity | NUVEEN ALTERNATIVE HOLDINGS LLC | MEMBER | 03/2023 | > 75% |
| NUVEEN, LLC | Domestic Entity | TIAA-CREF ASSET MANAGEMENT LLC | MEMBER | 12/2014 | > 75% |
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | Domestic Entity | NUVEEN, LLC | MEMBER | 07/2014 | > 75% |
| TIAA BOARD OF GOVERNORS | Domestic Entity | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | SHAREHOLDER | 03/1918 | > 75% |