CLAIRVEST GP MANAGECO INC.
Adviser information for CLAIRVEST GP MANAGECO INC. last updated from Form ADV on May 17th, 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 | MARCH |
| Legal Location | Canada |
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 | 802-76324 |
|---|---|
| SEC ERA File Number | 802-76324 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162568 |
| Legal Entity Identifier | None |
Principal Office
SUITE 1700, 22 ST. CLAIR AVENUE EASTTORONTO, ONTARIO
Canada
Monday - Friday, 9 AM - 5 PM
Tel: 416-925-9270, Fax: 416-925-5753
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| GENERAL PARTNER | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF GENERAL PARTNER | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLAIRVEST EQUITY PARTNER VI-A LIMITED PARTNERSHIP | Private Equity Fund | $0.0M | $5.0M | 20 |
| CLAIRVEST EQUITY PARTNER VI-B LIMITED PARTNERSHIP | Private Equity Fund | $0.0M | $0.0M | 14 |
| CLAIRVEST EQUITY PARTNERS IV-A LIMITED PARTNERSHIP | Private Equity Fund | $47.6M | $1.0M | 8 |
| CLAIRVEST EQUITY PARTNERS V-A LIMITED PARTNERSHIP | Private Equity Fund | $50.2M | $1.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROTMAN, KENNETH, BRICE | Individual | – | CEO AND DIRECTOR | 03/2006 | < 5% |
| PARR, BENJAMIN, JEFFREY | Individual | – | VICE-CHAIRMAN AND DIRECTOR | 01/2018 | < 5% |
| CHENG, KIN WAI DANIEL | Individual | – | CFO | 07/2009 | < 5% |
| CLAIRVEST GROUP INC. | Foreign Entity | – | OWNER OF COMMON AND PREFERRED SHARES | 03/2006 | > 75% |
| ROTMAN, KENNETH, BRICE | Individual | CLAIRVEST GROUP INC. | SHAREHOLDER | 11/2009 | 50-75% |
| Wagman, Michael, Adam | Individual | – | PRESIDENT AND DIRECTOR | 01/2018 | < 5% |