GLENCOE LIMITED, L.L.C.
Adviser information for GLENCOE LIMITED, L.L.C. 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 | Illinois, 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 | 802-123120 |
|---|---|
| SEC ERA File Number | 802-123120 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158215 |
| Legal Entity Identifier | None |
Principal Office
3815 SOUTH CAPITAL OF TEXAS HIGHWAYSUITE 150
AUSTIN
TX
United States
Monday - Friday, 8:30AM - 5:00PM CT
Tel: 312-795-6300, Fax: 312-795-6301
Websites
Chief Compliance Officer
NICK IOVINO
VP-ACCOUNTING
3815 SOUTH CAPITAL OF TEXAS HIGHWAY
SUITE 150
AUSTIN
TX
United States
Tel:
312-870-1364
Fax:
312-795-6301
N******@**********M
(Full email address available in API data)
Industry Affiliates
| STOCKWELL MANAGERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| STOCKWELL SECONDARY MANAGERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| STOCKWELL FUND III, L.P. | Private Equity Fund | $59.4M | $0.0M | 2 |
| STOCKWELL SECONDARY HOLDINGS, L.P. | Private Equity Fund | $7.0M | $25.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GLENCOE CAPITAL HOLDINGS LLC SERIES A | Domestic Entity | – | MEMBER | 12/2005 | > 75% |
| WOLVERINE TRUST | Domestic Entity | GLENCOE CAPITAL HOLDINGS LLC SERIES A | MEMBER | 11/1998 | > 75% |
| EVANS, DAVID, S | Individual | WOLVERINE TRUST | TRUSTEE | 12/1994 | > 75% |
| EVANS, DAVID, Scott | Individual | – | PRESIDENT & CEO | 07/1998 | < 5% |
| GLENCOE CAPITAL HOLDINGS LLC SERIES B | Domestic Entity | – | MEMBER | 01/2016 | > 75% |
| IOVINO, NICK, ROBERT | Individual | – | VP - ACCOUNTING AND CHIEF COMPLIANCE OFFICER | 01/2019 | < 5% |