PHOENIX EQUITY PARTNERS LIMITED
Adviser information for PHOENIX EQUITY PARTNERS LIMITED last updated from Form ADV on March 25th, 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 | United Kingdom |
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 | 802-76518 |
|---|---|
| SEC ERA File Number | 802-76518 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162832 |
| Legal Entity Identifier | None |
Principal Office
123 VICTORIA STREETVICTORIA
LONDON
United Kingdom
Monday - Friday, 9-5.30
Tel: 0044 20 7434-6993, Fax: 0044 20 7434 6998
Websites
Chief Compliance Officer
STEPHEN JEFFREY DARRINGTON
123 VICTORIA STREET
LONDON
United Kingdom
Tel:
+442074346993
S***************@*****************M
(Full email address available in API data)
Industry Affiliates
| PHOENIX EQUITY PARTNERS LIMITED | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PHOENIX EQUITY PARTNERS 2016 LP | Venture Capital Fund | $628.6M | $5.0M | 25 |
| PHOENIX EQUITY PARTNERS 2022 FUND | Venture Capital Fund | $134.3M | $5.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LENON, PHILIP, HUGH | Individual | – | DIRECTOR | 07/2001 | 10-25% |
| BURNS, DAVID | Individual | – | DIRECTOR | 07/2001 | < 5% |
| DAW, RICHARD, WILLIAM | Individual | – | DIRECTOR | 01/2002 | < 5% |
| DARRINGTON, STEPHEN, JEFFREY | Individual | – | DIRECTOR | 01/2002 | < 5% |
| KECK, KEVIN, JENNINGS | Individual | – | DIRECTOR | 07/2001 | < 5% |
| DUNN, TIMOTHY, MICHAEL | Individual | – | DIRECTOR | 01/2008 | < 5% |
| ROBINSON, BARRY | Individual | – | DIRECTOR | 07/2001 | < 5% |
| PHOENIX EQUITY PARTNERS GROUP LTD | Foreign Entity | – | 100% SHAREHOLDER | 07/2001 | > 75% |
| PHOENIX EQUITY PARTNERS HOLDINGS LLP | Foreign Entity | PHOENIX EQUITY PARTNERS GROUP LTD | 100% SHAREHOLDER | 12/2001 | > 75% |
| Neale, Christopher | Individual | – | DIRECTOR | 01/2018 | < 5% |
| Skinner, William | Individual | – | DIRECTOR | 05/2018 | < 5% |
| Sargeant, Mark | Individual | – | DIRECTOR | 05/2018 | < 5% |
| Squires, James, Jonathan | Individual | – | DIRECTOR | 10/2021 | < 5% |