FONTINALIS PARTNERS, LLC
Adviser information for FONTINALIS PARTNERS, LLC last updated from Form ADV on March 7th, 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 | 802-75804 |
|---|---|
| SEC ERA File Number | 802-75804 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161242 |
| Legal Entity Identifier | None |
Principal Office
ONE WOODWARD AVENUESUITE 1600
DETROIT
MI
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 313-202-3370, Fax: None
Chief Compliance Officer
LAURA PETTERLE
CFO, MANAGING PARTNER
ONE WOODWARD AVENUE
SUITE 1600
DETROIT
MI
United States
Tel:
(313) 202-3370
L*************@*************M
(Full email address available in API data)
Industry Affiliates
| FONTINALIS CAPITAL PARTNERS GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FONTINALIS CAPITAL PARTNERS GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FONTINALIS CAPITAL PARTNERS GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FONTINALIS CAPITAL PARTNERS GP IV LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FONTINALIS CAPITAL PARTNERS I, L.P. | Venture Capital Fund | $26.8M | $1.0M | 9 |
| FONTINALIS CAPITAL PARTNERS II, L.P. | Venture Capital Fund | $116.1M | $0.5M | 32 |
| FONTINALIS CAPITAL PARTNERS III, L.P. | Venture Capital Fund | $121.0M | $0.5M | 31 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOOTH AMERICAN COMPANY | Domestic Entity | – | MEMBER | 06/2009 | 25-50% |
| FPI, LLC | Domestic Entity | – | MEMBER | 06/2009 | 25-50% |
| M.A. SCHULZ & ASSOCIATES, LLC | Domestic Entity | – | MEMBER | 06/2009 | 25-50% |
| BOOTH, RALPH, HARMAN | Individual | – | RETIRED MANAGING PARTNER | 06/2009 | < 5% |
| PETTERLE, LAURA, ANNE | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER & MANAGING PARTNER | 06/2009 | < 5% |
| SCHULZ, MARK, AUSTIN | Individual | M.A. SCHULZ & ASSOCIATES, LLC | MEMBER | 07/2007 | > 75% |
| FORD, WILLIAM, CLAY | Individual | FPI, LLC | MEMBER | 07/2009 | 50-75% |
| BOOTH, RALPH, HARMAN | Individual | BOOTH AMERICAN COMPANY | STOCKHOLDER, PRESIDENT | 11/1953 | 25-50% |
| RALPH H. BOOTH, II T/U/A DATED 1984 | Domestic Entity | BOOTH AMERICAN COMPANY | STOCKHOLDER | 12/1984 | 50-75% |
| CHEEVER, WINIFRED, BOOTH | Individual | RALPH H. BOOTH, II T/U/A DATED 1984 | TRUSTEE | 12/1984 | |
| CHAUS, LOUISE, BOOTH | Individual | RALPH H. BOOTH, II T/U/A DATED 1984 | TRUSTEE | 12/1984 | |
| COMERICA BANK | Domestic Entity | RALPH H. BOOTH, II T/U/A DATED 1984 | TRUSTEE | 12/1984 | |
| CHEEVER, CHRISTOPHER, WELLES | Individual | – | MANAGING PARTNER | 06/2023 | < 5% |
| STALLMAN, CHRISTOPHER, TAYLOR | Individual | – | MANAGING PARTNER | 06/2023 | < 5% |