STATERA CAPITAL, LLC
Adviser information for STATERA CAPITAL, LLC 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 Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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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 |
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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 | – |
Principal Office
216 N. MAY ST.SUITE 4C
CHICAGO
IL
United States
Monday - Friday, 9AM-5PM
Tel: 312-651-3301, Fax: None
Chief Compliance Officer
ANDREW WOLTMAN
MANAGING DIRECTOR & CO-FOUNDER
216 N. MAY ST.
SUITE 4C
CHICAGO
IL
United States
Tel:
312-651-3305
A**@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
STATERA CAPITAL FUND (QP), L.P. | Private Equity Fund | $22.2M | $0.5M | 328 |
STATERA CAPITAL FUND, L.P. | Private Equity Fund | $13.2M | $0.5M | 94 |
STATERA CAPITAL PARALLEL ACCOUNT, LLC | Private Equity Fund | $19.4M | $0.0M | 1 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Woltman, Andrew, Robert | Individual | – | MANAGING DIRECTOR & CO-FOUNDER | 11/2018 | 25-50% |
Hodgkins, Charles, Dennison | Individual | – | MANAGING DIRECTOR & CO-FOUNDER | 11/2018 | 25-50% |
JHAB INTERMEDIATE, LLC | Domestic Entity | – | MEMBER | 05/2020 | 10-25% |
VICTORY PARK CAPITAL | Domestic Entity | JHAB INTERMEDIATE, LLC | MANAGING MEMBER OF JHAB INTERMEDIATE, LLC | 05/2020 | |
Clamage, Chad, Matthew | Individual | – | MANAGER | 06/2022 | < 5% |