LACONIA ADVISORY SERVICES LLC
Adviser information for LACONIA ADVISORY SERVICES LLC last updated from Form ADV on February 23rd, 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 | 802-127060 |
|---|---|
| SEC ERA File Number | 802-127060 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321749 |
| Legal Entity Identifier | None |
Principal Office
381 PARK AVENUE SOUTH4TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 917-214-0564, Fax: None
Websites
Chief Compliance Officer
HO CHIN
381 PARK AVENUE SOUTH
4TH FLOOR
NEW YORK
NY
United States
Tel:
9178305527
F******@**********************M
(Full email address available in API data)
Industry Affiliates
| LACONIA ASSOCIATES II LLC | Sponsor, GP, manager of pooled investment vehicles |
| LACONIA ASSOCIATES II LLC | Sponsor, GP, manager of pooled investment vehicles |
| LACONIA ASSOCIATES LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LACONIA CAPITAL GROUP I LP | Venture Capital Fund | $14.1M | $0.1M | 25 |
| LACONIA CAPITAL GROUP II LP | Venture Capital Fund | $14.9M | $0.3M | 52 |
| LACONIA CAPITAL GROUP III LP | Venture Capital Fund | $19.0M | $0.5M | 94 |
| LACONIA OCROLUS SPV I LP | Venture Capital Fund | $0.5M | $0.0M | 20 |
| LACONIA OCROLUS SPV II LP | Venture Capital Fund | $1.8M | $0.0M | 32 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SILVERMAN, JEFFREY | Individual | – | MANAGING PARTNER | 04/2015 | 50-75% |
| Arcara, David | Individual | – | MANAGING PARTNER | 04/2015 | 50-75% |
| Chin, Ho | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2021 | < 5% |