CANTILEVER

CANTILEVER GROUP LLC Legal Name

Adviser information for CANTILEVER last updated from Form ADV on February 8th, 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 802-129662
SEC ERA File Number 802-129662
SEC CIK Numbers None
SEC CRD Numbers 329651
Legal Entity Identifier None

Principal Office

601 LEXINGTON AVENUE
SUITE 5700
NEW YORK
NY
United States
Monday - Friday, 9-5 PM
Tel: 310-560-8044, Fax: None

Chief Compliance Officer

None

Industry Affiliates

CANTILEVER CAPITAL GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CANTILEVER CAPITAL LP GP FINANCE FUND $10.0M $0.0M 4

Control Persons

Name Type Entity Title Since Ownership
OWENS, TODD, GARRETT Individual MANAGING PARTNER 04/2022 < 5%
DRYLIE-PERKINS, BENJAMIN Individual HEAD OF INVESTMENTS 10/2023 < 5%
CANTILEVER HOLDINGS LLC Domestic Entity OWNER 08/2022 > 75%
DAB CAPITAL LLC Domestic Entity CANTILEVER HOLDINGS LLC OWNER 04/2022 25-50%
TOLO 6 LLC Domestic Entity CANTILEVER HOLDINGS LLC OWNER 01/2024 25-50%
BALLARD, DAVID, ARTHUR Individual MANAGING PARTNER 04/2022 < 5%

No. Employees, Historic

000202420250 on 2/8/2024