ERIE STREET GROWTH PARTNERS
ERIE STREET GROWTH PARTNERS MANAGEMENT COMPANY, LLC Legal Name
Adviser information for ERIE STREET GROWTH PARTNERS 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 | 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 | 802-128258 |
|---|---|
| SEC ERA File Number | 802-128258 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326011 |
| Legal Entity Identifier | None |
Principal Office
444 WEST LAKE STREETSUITE 1100
CHICAGO
IL
United States
Monday - Friday, 8:00 - 5:00
Tel: 312-640-7070, Fax: N/A
Chief Compliance Officer
NoneIndustry Affiliates
| ERIE STREET CAPITAL, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ERIE STREET CAPITAL, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HORIZON SIGMA I GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HORIZON SIGMA II GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ERIE STREET COMPANIES, LP | Private Equity Fund | $50.9M | $0.3M | 48 |
| ERIE STREET HORIZON LLC | Private Equity Fund | $48.9M | $0.3M | 43 |
| ERIE STREET TPG INVESTMENT, LLC | Private Equity Fund | $9.0M | $0.3M | 28 |
| LAKE CAPITAL PARTNERS II LP | Private Equity Fund | $5.4M | $5.0M | 8 |
| LAKE CAPITAL PARTNERS LP | Private Equity Fund | $10.3M | $5.0M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAUNKE, GERALD | Individual | – | PRESIDENT | 08/2017 | < 5% |
| GRAUNKE, TERENCE, MICHAEL | Individual | – | CHAIRMAN AND CEO | 08/2017 | < 5% |
| SEAGULL CAPITAL LLC | Domestic Entity | – | MEMBER | 03/2018 | 10-25% |
| WELSH, PATRICK, JOSEPH | Individual | SEAGULL CAPITAL LLC | MANAGING MEMBER | 08/2015 | > 75% |
| ERIE STREET CAPITAL, LLC | Domestic Entity | – | MEMBER | 08/2017 | 25-50% |
| GRAUNKE, TERENCE, MICHAEL | Individual | ERIE STREET CAPITAL, LLC | MANAGING MEMBER | 08/2017 | > 75% |