ALSOP LOUIE PARTNERS

ALSOP LOUIE MANAGEMENT LLC Legal Name

Adviser information for ALSOP LOUIE 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 802-75750
SEC ERA File Number 802-75750
SEC CIK Numbers None
SEC CRD Numbers 163299
Legal Entity Identifier None

Principal Office

943 HOWARD STREET
SAN FRANCISCO
CA
United States
Monday - Friday, 9:00 AM - 5:00PM
Tel: 415-572-2306, Fax: 415-956-1506

Chief Compliance Officer

None

Industry Affiliates

ALSOP LOUIE PARTNERS 1, L.L.C. Sponsor, GP, manager of pooled investment vehicles
ALSOP LOUIE PARTNERS 2, L.L.C. Sponsor, GP, manager of pooled investment vehicles
ALSOP LOUIE PARTNERS 3, L.L.C. Sponsor, GP, manager of pooled investment vehicles
ALSOP LOUIE PARTNERS 4, L.L.C. Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ALSOP LOUIE CAPITAL 1, L.P. Venture Capital Fund $6.1M $0.0M 33
ALSOP LOUIE CAPITAL 2, L.P. Venture Capital Fund $66.3M $0.0M 28
ALSOP LOUIE CAPITAL 3, L.P. Venture Capital Fund $292.7M $0.0M 85
ALSOP LOUIE CAPITAL 4, L.P. Venture Capital Fund $198.4M $0.0M 73

Control Persons

Name Type Entity Title Since Ownership
STEWART ALSOP II REVOCABLE TRUST Domestic Entity MEMBER 01/2012 25-50%
THE STINKY PIGLETS REVOCABLE TRUST Domestic Entity MEMBER 01/2012 25-50%
THE ROBERT HO AND NANCY LEE TRUST U/A DATED 2/25/2005 Domestic Entity MEMBER 01/2012 10-25%
ALSOP, STEWART Individual STEWART ALSOP II REVOCABLE TRUST TRUSTEE 10/1993
LOUIE, GILMAN Individual THE STINKY PIGLETS REVOCABLE TRUST TRUSTEE 07/2000
CHAN LOUIE, AMY Individual THE STINKY PIGLETS REVOCABLE TRUST TRUSTEE 07/2000
ALSOP, STEWART Individual MANAGING MEMBER 01/2006 < 5%
LOUIE, GILMAN Individual MANAGING MEMBER 01/2006 < 5%
LEE, NANCY, Y Individual CHIEF FINANCIAL OFFICER 04/2007 < 5%
LEE, NANCY, Y Individual THE ROBERT HO AND NANCY LEE TRUST U/A DATED 2/25/2005 TRUSTEE 02/2005
HO, ROBERT Individual THE ROBERT HO AND NANCY LEE TRUST U/A DATED 2/25/2005 TRUSTEE 02/2005

No. Employees, Historic

0002020202120222023202420250 on 3/30/20200 on 3/31/20210 on 3/31/20220 on 3/30/20230 on 3/29/2024