GROWTH BEVERAGE GROUP, LLC
Adviser information for GROWTH BEVERAGE GROUP, 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 Partnership |
|---|---|
| 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 | 802-127902 |
|---|---|
| SEC ERA File Number | 802-127902 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325508 |
| Legal Entity Identifier | None |
Principal Office
414 N. ORLEANS, SUITE 403CHICAGO
IL
United States
Monday - Friday, 8:00AM-5:00PM
Tel: 800-953-1312, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| INVESTBEV GROUP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INVESTBEV GROUP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INVESTBEV GROUP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INVESTBEV GROWTH FUND V GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INVESTBEV GROWTH FUND III PARALLEL, LLC | Private Equity Fund | $1.6M | $0.3M | 10 |
| INVESTBEV GROWTH FUND III, LLC | Private Equity Fund | $87.2M | $0.3M | 110 |
| INVESTBEV GROWTH FUND IVB PARALLEL, LLC | Private Equity Fund | $7.9M | $0.3M | 27 |
| INVESTBEV GROWTH FUND IVB, LLC | Private Equity Fund | $49.2M | $0.3M | 94 |
| INVESTBEV GROWTH FUND V, LP | Private Equity Fund | $0.0M | $0.3M | 0 |
| INVESTBEV GROWTH FUND, LLC | Private Equity Fund | $41.7M | $0.3M | 77 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Rosen, Brian | Individual | – | FOUNDER | 12/2020 | < 5% |
| Infusino, Giuseppe | Individual | – | CHIEF INVESTMENT OFFCER | 12/2020 | < 5% |
| GROWTH BEVERAGE GROUP HOLDINGS, LLC | Domestic Entity | – | GENERAL PARTNER | 09/2023 | > 75% |
| BRIAN ROSEN TRUST | Domestic Entity | GROWTH BEVERAGE GROUP HOLDINGS, LLC | TRUSTEE | 10/2022 | > 75% |