EQUISTONE
EQUISTONE PARTNERS EUROPE LIMITED Legal Name
Adviser information for EQUISTONE last updated from Form ADV on March 28th, 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 | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
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 | 802-75783 |
|---|---|
| SEC ERA File Number | 802-75783 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162344 |
| Legal Entity Identifier | 2138005R08TZ9PLJ6770 |
Principal Office
ONE NEW LUDGATE60 LUDGATE HILL
LONDON
United Kingdom
Monday - Friday, 08.00-19.00
Tel: +44 0 207653 5312, Fax: +44 0 207 653 5301
Chief Compliance Officer
STEVEN WHITAKER
CHIEF OPERATING OFFICER
ONE NEW LUDGATE
60 LUDGATE HILL
LONDON
United Kingdom
Tel:
+4402076535312
Fax:
+442076535301
S**************@***********K
(Full email address available in API data)
Industry Affiliates
| EQUISTONE GENERAL PARTNER II LP | Sponsor, GP, manager of pooled investment vehicles |
| EQUISTONE GENERAL PARTNER III LP | Sponsor, GP, manager of pooled investment vehicles |
| EQUISTONE GENERAL PARTNER IV LP | Sponsor, GP, manager of pooled investment vehicles |
| EQUISTONE GENERAL PARTNER V LLP | Sponsor, GP, manager of pooled investment vehicles |
| EQUISTONE GENERAL PARTNER VI S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| EQUISTONE GENERAL PARTNER VII S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EQUISTONE PARTNERS EUROPE FUND III "D" L.P. | Private Equity Fund | $0.0M | $0.0M | 1 |
| EQUISTONE PARTNERS EUROPE FUND III "E" L.P. | Private Equity Fund | $0.0M | $0.0M | 5 |
| EQUISTONE PARTNERS EUROPE FUND III "F" L.P. | Private Equity Fund | $0.0M | $0.0M | 23 |
| EQUISTONE PARTNERS EUROPE FUND IV "A" LP | Private Equity Fund | $58.5M | $0.0M | 13 |
| EQUISTONE PARTNERS EUROPE FUND IV "B" LP | Private Equity Fund | $49.9M | $0.0M | 21 |
| EQUISTONE PARTNERS EUROPE FUND IV "D" L.P. | Private Equity Fund | $55.7M | $0.0M | 17 |
| EQUISTONE PARTNERS EUROPE FUND IV "E" L.P. | Private Equity Fund | $69.9M | $0.0M | 23 |
| EQUISTONE PARTNERS EUROPE FUND IV "F" L.P. | Private Equity Fund | $51.1M | $0.0M | 8 |
| EQUISTONE PARTNERS EUROPE FUND V "A" L.P. | Private Equity Fund | $252.6M | $0.0M | 15 |
| EQUISTONE PARTNERS EUROPE FUND V "D" L.P. | Private Equity Fund | $214.9M | $0.0M | 17 |
| EQUISTONE PARTNERS EUROPE FUND V "E" L.P. | Private Equity Fund | $304.9M | $0.0M | 18 |
| EQUISTONE PARTNERS EUROPE FUND VI "A" SCSP | Private Equity Fund | $644.3M | $0.0M | 27 |
| EQUISTONE PARTNERS EUROPE FUND VI "B" SCSP | Private Equity Fund | $768.1M | $0.0M | 30 |
| EQUISTONE PARTNERS EUROPE FUND VI "C" SCSP | Private Equity Fund | $586.2M | $0.0M | 16 |
| EQUISTONE PARTNERS EUROPE FUND VI "D" SCSP | Private Equity Fund | $587.8M | $0.0M | 23 |
| EQUISTONE PARTNERS EUROPE FUND VI "E" SCSP | Private Equity Fund | $857.1M | $0.0M | 19 |
| EQUISTONE PARTNERS EUROPE FUND VI "F" SCSP | Private Equity Fund | $271.3M | $0.0M | 19 |
| EQUISTONE PARTNERS EUROPE FUND VII "A" SCSP | Private Equity Fund | $189.9M | $10.0M | 19 |
| EQUISTONE PARTNERS EUROPE VELOCITY SCSP | Private Equity Fund | $52.7M | $0.0M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EQUISTONE PRIVATE EQUITY LIMITED | Foreign Entity | – | SHAREHOLDER | 11/2011 | > 75% |
| JACQUEAU, GUILLAUME | Individual | – | DIRECTOR | 10/2011 | < 5% |
| CLARKE, OWEN | Individual | – | DIRECTOR | 01/1998 | < 5% |
| MARRIOTT, CHRISTIIAN | Individual | – | DIRECTOR | 08/2008 | < 5% |
| WHITAKER, STEVEN | Individual | – | DIRECTOR, COO | 07/2016 | < 5% |
| O'Hare, Steven, Jonathan | Individual | – | DIRECTOR | 02/2019 | < 5% |
| GEER, DOMINIC, CHARLES EDWARD | Individual | – | DIRECTOR | 01/2020 | < 5% |
| CHATILLON, GREGOIRE CHARLES, MARIE BERNARD | Individual | – | DIRECTOR | 05/2019 | < 5% |
| GRIFFITH, NEAL, CHRISTOPHER | Individual | – | DIRECTOR | 12/2021 | < 5% |
| ABDOOL-RAHEEM, YUSHRA | Individual | – | DIRECTOR | 10/2023 | < 5% |