ANNAPOLIS CAPITAL LIMITED
Adviser information for ANNAPOLIS CAPITAL LIMITED last updated from Form ADV on March 26th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| 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 | – |
| Other Business Activities | Broker-dealer |
Identifiers
| SEC RIA File Number | 802-76347 |
|---|---|
| SEC ERA File Number | 802-76347 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162605 |
| Legal Entity Identifier | 254900L1WAG4W0TSDF57 |
Principal Office
2530, 140 - 4TH AVENUE SWCALGARY
Canada
Monday - Friday, 8 AM - 5PM
Tel: 403-231-4430, Fax: None
Websites
Chief Compliance Officer
JODY FORSYTH
MANAGING PARTNER
2530, 140- 4TH AVENUE SW
CALGARY
Canada
Tel:
403-231-4433
J*******@*********M
(Full email address available in API data)
Industry Affiliates
| ANNAPOLIS CAPITAL (POF I) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ANNAPOLIS CAPITAL (VII) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| ANNAPOLIS CAPITAL (VIII) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ANNAPOLIS INVESTMENT (US) LIMITED PARTNERSHIP VII | Private Equity Fund | $180.0M | $0.1M | 30 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILLIAMS, PETER, ATLEE | Individual | – | MANAGING PARTNER, CEO | 02/2004 | 50-75% |
| FORSYTH, JODY, WILLIAM | Individual | – | MANAGING PARTNER | 02/2004 | 50-75% |
| POELZER, MARK, EVERETT | Individual | – | MANAGING PARTNER & CFO | 01/2023 | < 5% |
| WILLIAMS, PETER, ATLEE | Individual | ANNAPOLIS CAPITAL (VII) LIMITED | SHAREHOLDER, CLASS A | 11/2013 | 50-75% |
| FORSYTH, JODY, WILLIAM | Individual | ANNAPOLIS CAPITAL (VII) LIMITED | SHAREHOLDER, CLASS A | 11/2013 | 50-75% |
| ANNAPOLIS CAPITAL (VII) LIMITED | Foreign Entity | – | GENERAL PARTNER OF ANNAPOLIS INVESTMENT (US) LIMITED PARTNERSHIP VII | 11/2013 | < 5% |