LYDIA PARTNERS MANAGEMENT, LLC
Adviser information for LYDIA PARTNERS MANAGEMENT, LLC 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 | 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 | 802-121025 |
|---|---|
| SEC ERA File Number | 802-121025 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307821 |
| Legal Entity Identifier | None |
Principal Office
2800 N. DALLAS PARKWAYSUITE #340
PLANO
TX
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: (972) 265-7130, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| LYDIA PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LYDIA PARTNERS, L.P. | Venture Capital Fund | $22.1M | $0.5M | 43 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Shanableh, Mohammed | Individual | – | MANAGING PARTNER | 12/2019 | 25-50% |
| Witkin, Justin, Graem | Individual | – | MEMBER | 12/2019 | 10-25% |
| Murdoch, Michael, I | Individual | – | MEMBER | 09/2020 | 10-25% |
| AYLSTOCK, PLLC | Domestic Entity | – | MEMBER | 05/2020 | 10-25% |
| Aylstock, Bryan, Frederick | Individual | AYLSTOCK, PLLC | MANAGING MEMBER | 05/2020 | > 75% |