SEMINAL EDUCATIONAL INVESTMENTS, LLC

Adviser information for SEMINAL EDUCATIONAL INVESTMENTS, LLC last updated from Form ADV on January 17th, 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 802-120677
SEC ERA File Number 802-120677
SEC CIK Numbers None
SEC CRD Numbers 312854
Legal Entity Identifier None

Principal Office

435 DEVON PARK DRIVE
BUILDING 800
WAYNE
PA
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 267-778-4040, Fax: None

Websites

Chief Compliance Officer

BRIAN F MCNALLY
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
435 DEVON PARK DRIVE BUILDING 800
WAYNE
PA
United States
Tel: 2677784045
(Full email address available in API data)

Industry Affiliates

SEMINAL CAPITAL INVESTMENTS, LLC Other investment adviser, including financial planners
SEMINAL EDTECH FUND GP, LLC Sponsor, GP, manager of pooled investment vehicles
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SEMINAL EDUCATIONAL INVESTMENTS SPV I, L.P. Private Equity Fund $1.0M $0.5M 7

Control Persons

Name Type Entity Title Since Ownership
BUCKLEY, WALTER, WHITE Individual CO-CHIEF INVESTMENT OFFICER 01/2021 < 5%
VANDREVALA, CYRUS, KERSIE Individual CO-CHIEF INVESTMENT OFFICER 01/2021 < 5%
MCNALLY, BRIAN, FRANCIS Individual GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 01/2021 10-25%
SEMINAL CAPITAL HOLDINGS, LLC Domestic Entity MAJORITY OWNER 01/2021 > 75%
Buckley, Walter Individual SEMINAL CAPITAL HOLDINGS, LLC MEMBER 01/2021 25-50%
Vandrevala, Cyrus Individual SEMINAL CAPITAL HOLDINGS, LLC MEMBER 01/2021 25-50%
MENICHELLI, VINCENT Individual MANAGING PARTNER 12/2021 10-25%
Johnson, Joseph Individual CHAIRMAN 09/2020 10-25%
TRAFTON, CHARLES Individual MANAGING DIRECTOR 06/2021 10-25%
GRAY, ROBERT, LOCHEAD Individual MANAGING PARTNER, GLOBAL DISTRIBUTION 01/2021 < 5%
Morgan, Raymond, Kirk Individual CHIEF FINANCIAL OFFICER 08/2021 < 5%

No. Employees, Historic

000202120222023202420250 on 3/2/20210 on 5/14/20210 on 12/10/20210 on 3/6/20220 on 3/6/20220 on 3/8/20220 on 3/16/20220 on 3/22/20220 on 8/10/20220 on 2/19/20230 on 3/23/20230 on 5/15/20230 on 9/11/20230 on 1/17/2024