COALITION ADVISORS, LLC
Adviser information for COALITION ADVISORS, LLC last updated from Form ADV on February 5th, 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 | 802-129636 |
|---|---|
| SEC ERA File Number | 802-129636 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329914 |
| Legal Entity Identifier | None |
Principal Office
31 LEIGHTON ROADWELLESLEY
MA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 339-206-1985, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BIOGROWTH II LLC | Venture Capital Fund | $0.4M | $0.1M | 1 |
| BIOGROWTH LLC | Venture Capital Fund | $0.8M | $0.0M | 2 |
| CF1 | Venture Capital Fund | $2.1M | $0.0M | 23 |
| COALITION LP | Venture Capital Fund | $3.7M | $0.0M | 25 |
| DETERRENCE ALPHA | Venture Capital Fund | $1.9M | $0.0M | 37 |
| J2, FUND III | Venture Capital Fund | $0.2M | $0.2M | 1 |
| LC5 LLC | Venture Capital Fund | $0.5M | $0.1M | 4 |
| LIBERTY CAPITAL SPV IV LLC | Venture Capital Fund | $0.5M | $0.1M | 2 |
| MAC GROWTH IV | Venture Capital Fund | $6.0M | $0.1M | 10 |
| MAC PISON I LLC | Venture Capital Fund | $1.0M | $0.1M | 1 |
| MAC PISON II LLC | Venture Capital Fund | $1.0M | $0.1M | 5 |
| MACJ2V LLC | Venture Capital Fund | $1.3M | $0.0M | 12 |
| MACP2, L.P. | Venture Capital Fund | $4.6M | $0.1M | 8 |
| MASSACHUSETTS AVENUE CAPITAL PARTNERS GROWTH II LLC | Venture Capital Fund | $0.2M | $0.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HENNESSEY, THOMAS, VINCENT | Individual | – | MANAGING MEMBER | 01/2021 | > 75% |