NATURAL CAPITAL
NATURAL CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for NATURAL CAPITAL last updated from Form ADV on March 30th, 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 | 802-128627 |
|---|---|
| SEC ERA File Number | 802-128627 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306002 |
| Legal Entity Identifier | None |
Principal Office
1 RIVERFRONT PLACESUITE 735
NORTH LITTLE ROCK
AR
United States
Monday - Friday, 8 A.M. TO 5 P.M.
Tel: 501-517-3162, Fax: None
Chief Compliance Officer
AMY BAGNALL
GENERAL COUNSEL
1 RIVERFRONT PLACE
SUITE 735
NORTH LITTLE ROCK
AR
United States
Tel:
501-650-6290
A**@*********************M
(Full email address available in API data)
Industry Affiliates
| CUSHMAN & WAKEFIELD SAGE PARTNERS | Real estate broker or dealer |
| GREENWOOD GEARHART INC. | Other investment adviser, including financial planners |
| NATURAL CAPITAL FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NATURAL CAPITAL FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HEARTLAND AFFORDABLE HOUSING II, LLC | Real Estate Fund | $3.5M | $0.3M | 2 |
| HEARTLAND AFFORDABLE HOUSING, LLC | Real Estate Fund | $31.0M | $0.1M | 23 |
| HEARTLAND NEIGHBORHOODS, LLC | Real Estate Fund | $6.4M | $0.2M | 4 |
| HEARTLAND PINNACLE, LLC | Real Estate Fund | $10.7M | $0.3M | 4 |
| HEARTLAND STL, LLC | Real Estate Fund | $3.1M | $1.0M | 3 |
| MIDTOWN DOCTORS BUILDING, LLC | Real Estate Fund | $8.4M | $0.2M | 7 |
| NATURAL CAPITAL FUND I, L.P. | Private Equity Fund | $46.8M | $0.1M | 73 |
| NATURAL CAPITAL FUND II-A, L.P. | Private Equity Fund | $14.5M | $0.1M | 33 |
| NATURAL CAPITAL FUND II, L.P. | Private Equity Fund | $98.2M | $0.0M | 123 |
| SHILOH DRIVE, LLC | Real Estate Fund | $7.6M | $1.0M | 2 |
| VAN BUREN COLD STORAGE, LLC | Real Estate Fund | $8.4M | $0.1M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BHKH HOLDINGS, LLC | Domestic Entity | – | MEMBER | 05/2019 | 25-50% |
| MTS NC, LLC | Domestic Entity | – | MEMBER | 05/2019 | 10-25% |
| GBGEARHART ENTERPRISES LLC | Domestic Entity | – | MEMBER | 05/2019 | 10-25% |
| RZR, LLC | Domestic Entity | – | MEMBER | 05/2019 | 10-25% |
| HENRY, BRADLEY, THOMAS | Individual | BHKH HOLDINGS, LLC | MANAGING PARTNER | 07/2019 | > 75% |
| SIMMONS, MARK, TODD | Individual | RZR, LLC | MEMBER | 11/2018 | 50-75% |
| HAYNES, MELISSA, HALL | Individual | RZR, LLC | MEMBER | 11/2018 | 50-75% |
| SAVIERS, MARSHALL, THOMAS | Individual | MTS NC, LLC | MEMBER | 05/2019 | > 75% |
| GEARHART, GEORGE, BROCKMANN | Individual | GBGEARHART ENTERPRISES LLC | MEMBER | 05/2019 | > 75% |
| HENRY, BRADLEY, THOMAS | Individual | – | MANAGING PARTNER | 05/2019 | < 5% |
| BAGNALL, AMY, CHRISTEEN | Individual | – | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | 09/2023 | < 5% |
| CUDE, TRACY, LYNNE | Individual | – | CHIEF FINANCIAL OFFICER | 10/2023 | < 5% |