ADVENT-MORRO EQUITY PARTNERS, INC.
Adviser information for ADVENT-MORRO EQUITY PARTNERS, INC. last updated from Form ADV on November 10th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | Puerto Rico, 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 | 802-75832 |
|---|---|
| SEC ERA File Number | 802-75832 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162930 |
| Legal Entity Identifier | None |
Principal Office
206 TETUAN STREET SUITE 903BANCO POPULAR BUILDING
SAN JUAN
PR
United States
Monday - Friday, 9AM TO 5PM
Tel: 787-725-5285, Fax: 787-721-1735
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| ADVENT-MORRO EQUITY PARTNERS GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
| ADVENT-MORRO EQUITY PARTNERS GP III | Sponsor, GP, manager of pooled investment vehicles |
| MORRO VENTURE PARTNERS GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MORRO VENTURE PARTNERS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| VENTURE MANAGEMENT, INC. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GUAYACAN PRIVATE EQUITY FUND L.P. | Private Equity Fund | $52.5M | $0.3M | 10 |
| GUAYACAN PRIVATE EQUITY FUND L.P. II | Private Equity Fund | $18.8M | $0.3M | 9 |
| GUAYACAN PRIVATE EQUITY FUND L.P. II-A | Private Equity Fund | $0.3M | $0.3M | 2 |
| GUAYACAN PRIVATE EQUITY FUND L.P. III | Private Equity Fund | $23.1M | $1.0M | 7 |
| GUAYACAN PRIVATE EQUITY FUND L.P. III-A | Private Equity Fund | $8.8M | $1.0M | 3 |
| GUAYACAN PRIVATE EQUITY FUND L.P. III-B | Private Equity Fund | $0.9M | $1.0M | 3 |
| MORRO VENTURES I, LP | Private Equity Fund | $17.5M | $0.3M | 22 |
| VENTURE CAPITAL FUND, INC. | Private Equity Fund | $20.4M | $0.0M | 122 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEDUNA, CYRIL, LOUIS | Individual | – | PRESIDENT AND MANAGING PARTNER | 01/1997 | < 5% |
| VENTURE MANAGEMENT, INC. | Domestic Entity | – | DIRECT OWNER | 09/1996 | 50-75% |
| MEDUNA & CO., INC. | Domestic Entity | – | DIRECT OWNER | 12/2010 | 25-50% |
| MEDUNA, CYRIL, LOUIS | Individual | MEDUNA, CYRIL, LOUIS | OWNER - VENTURE MANAGEMENT, INC. | 09/1989 | > 75% |
| MEDUNA, CYRIL, LOUIS | Individual | MEDUNA & CO., INC. | OWNER - MEDUNA & CO., INC. | 06/1989 | > 75% |