MATRIX PARTNERS INDIA

MATRIX PARTNERS INDIA MANAGEMENT, LLC Legal Name

Adviser information for MATRIX PARTNERS INDIA 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Mauritius

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 802-75814
SEC ERA File Number 802-75814
SEC CIK Numbers None
SEC CRD Numbers 161638
Legal Entity Identifier None

Principal Office

7020, 7TH FLOOR, HENNESSY COURT
POPE HENNESSY STREET
PORT LOUIS
Mauritius
Monday - Friday, 8:30AM - 5:00 PM
Tel: 230 203 1100, Fax: 230 2031150

Chief Compliance Officer

None

Industry Affiliates

MATRIX PARTNERS INDIA II EXTENSION MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles
MATRIX PARTNERS INDIA MANAGEMENT II, LLC Sponsor, GP, manager of pooled investment vehicles
MPI III MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FUND F Venture Capital Fund $168.0M $1.0M 73
FUND S Venture Capital Fund $919.0M $1.0M 71
FUND Y Venture Capital Fund $210.1M $0.5M 66
FUND Z Venture Capital Fund $1,026.3M $0.5M 80

Control Persons

Name Type Entity Title Since Ownership
RIU CAPITAL, LLC Domestic Entity SHAREHOLDER OF FILER 06/2007 25-50%
RIU CAPITAL, LLC Domestic Entity SHAREHOLDER OF RELYING ADVISER #1 10/2011 25-50%
GERMAIN, ARLENE, GOLDA Individual DIRECTOR OF FILER 07/2006 < 5%
DOHERTY, PHYLLIS Individual DIRECTOR OF FILER 07/2006 < 5%
DOHERTY, PHYLLIS Individual DIRECTOR OF RELYING ADVISOR #1 04/2011 < 5%
MATRIX INDIA SPECIAL II, LLC Domestic Entity SHAREHOLDER OF RELYING ADVISOR #1 10/2011 25-50%
GERMAIN, ARLENE, GOLDA Individual DIRECTOR OF RELYING ADVISOR #1 04/2011 < 5%
BARROWS, TIMOTHY, A. Individual MATRIX INDIA SPECIAL LLC MEMBER 09/2006 50-75%
FERRI, PAUL, J. Individual MATRIX INDIA SPECIAL LLC MEMBER 09/2006 25-50%
BARROWS, TIMOTHY, A. Individual MATRIX INDIA SPECIAL II LLC MEMBER 10/2011 50-75%
FERRI, PAUL, J. Individual MATRIX INDIA SPECIAL II LLC MEMBER 10/2011 25-50%
MATRIX INDIA SPECIAL LLC Domestic Entity SHAREHOLDER OF FILER 09/2006 25-50%
BAJAJ, AVNISH, SINGH Individual RIU CAPITAL, LLC MEMBER 06/2007 > 75%
RIU CAPITAL, LLC Domestic Entity SHAREHOLDER OF RELYING ADVISOR #2 06/2016 25-50%
MATRIX INDIA SPECIAL II LLC Domestic Entity SHAREHOLDER OF RELYING ADVISOR #2 06/2016 25-50%
BINGHAM, MARGARET Individual DIRECTOR OF RELYING ADVISOR #2 05/2016 < 5%
DOHERTY, PHYLLIS Individual DIRECTOR OF RELYING ADVISOR #2 05/2016 < 5%
Bokhoree, Madhvi Individual DIRECTOR OF FILER 09/2017 < 5%
Bokhoree, Madhvi Individual DIRECTOR OF RELYING ADVISOR #1 09/2017 < 5%
Bokhoree, Madhvi Individual DIRECTOR OF RELYING ADVISOR #2 09/2017 < 5%
RIU CAPITAL LLC Domestic Entity SHAREHOLDER OF RELYING ADVISOR #3 08/2018 25-50%
DOHERTY, PHYLLIS Individual DIRECTOR OF RELYING ADVISOR #3 08/2018 < 5%
BINGHAM, MARGARET Individual DIRECTOR OF RELYING ADVISOR #3 08/2018 < 5%
Bokhoree, Madhvi Individual DIRECTOR OF RELYING ADVISOR #3 08/2018 < 5%
MIM ADVISORS LLC (PREVIOUSLY KNOWN AS MATRIX INDIA MANAGERS, LLC) Foreign Entity SHAREHOLDER OF RELYING ADVISOR #3 08/2018 10-25%
MIM ADVISORS LLC (PREVIOUSLY KNOWN AS MATRIX INDIA MANAGERS, LLC) Foreign Entity SHAREHOLDER OF RELYING ADVISOR #2 01/2019 10-25%
MATRIX INDIA SPECIAL III LLC Domestic Entity SHAREHOLDER OF RELYING ADVISOR #3 08/2018 25-50%
BARROWS, TIMOTHY, A. Individual MATRIX INDIA SPECIAL III LLC MEMBER 08/2018 50-75%
FERRI, PAUL, J. Individual MATRIX INDIA SPECIAL III LLC MEMBER 08/2018 25-50%
RIU CAPITAL, LLC Domestic Entity MIM ADVISORS LLC (PREVIOUSLY KNOWN AS MATRIX INDIA MANAGERS, LLC) SHAREHOLDER OF MIM ADVISORS LLC (PREVIOUSLY KNOWN AS MATRIX INDIA MANAGERS, LLC) 09/2017 25-50%
MJJ TRUST Foreign Entity MIM ADVISORS LLC (PREVIOUSLY KNOWN AS MATRIX INDIA MANAGERS, LLC) SHAREHOLDER OF MIM ADVISORS LLC (PREVIOUSLY KNOWN AS MATRIX INDIA MANAGERS, LLC) 09/2017 > 75%
Soowamber, Manesha Individual DIRECTOR OF FILER 02/2020 < 5%
Soowamber, Manesha Individual DIRECTOR OF RELYING ADVISOR #1 02/2020 < 5%
Soowamber, Manesha Individual DIRECTOR OF RELYING ADVISOR #2 02/2020 < 5%
Soowamber, Manesha Individual DIRECTOR OF RELYING ADVISOR #3 02/2020 < 5%
KUREEMUN, SHAMEEM, SHEIK MOHAMAD ALLY Individual DIRECTOR OF RELYING ADVISOR #1 04/2022 < 5%
KUREEMUN, SHAMEEM, SHEIK MOHAMAD ALLY Individual DIRECTOR OF RELYING ADVISOR #2 04/2022 < 5%
KUREEMUN, SHAMEEM, SHEIK MOHAMAD ALLY Individual DIRECTOR OF RELYING ADVISOR #3 04/2022 < 5%
KUREEMUN, SHAMEEM, SHEIK MOHAMAD ALLY Individual DIRECTOR OF FILER 04/2022 < 5%
BIG FAMILY TRUST Domestic Entity SHAREHOLDER OF RELYING ADVISOR #2 03/2022 < 5%
BIG FAMILY TRUST Domestic Entity SHAREHOLDER OF FILER 03/2022 < 5%
THREE LIONS LLC Domestic Entity SHAREHOLDER OF FILER 06/2016 < 5%
THREE LIONS LLC Domestic Entity SHAREHOLDER OF RELYING ADVISOR #1 10/2011 < 5%
BIG FAMILY TRUST Domestic Entity SHAREHOLDER OF RELYING ADVISOR #1 03/2022 < 5%
BIG FAMILY TRUST Domestic Entity SHAREHOLDER OF RELYING ADVISOR #3 03/2022 < 5%
NAVANI, RISHI Individual THREE LIONS LLC MEMBER 06/2007 > 75%
Gupta, Rajiv Individual BIG FAMILY TRUST TRUSTEE 03/2022

No. Employees, Historic

0002020202120222023202420250 on 3/27/20200 on 3/29/20210 on 3/30/20220 on 3/28/20230 on 3/28/2024