BIRD DOG EQUITY PARTNERS, LLC
Adviser information for BIRD DOG EQUITY PARTNERS, LLC last updated from Form ADV on March 4th, 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 | South Dakota, 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 | 802-80558 |
|---|---|
| SEC ERA File Number | 802-80558 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173702 |
| Legal Entity Identifier | None |
Principal Office
221 SOUTH PHILLIPS AVENUESUITE 200
SIOUX FALLS
SD
United States
Monday - Friday, 8AM -5:00PM
Tel: 605-275-3939, Fax: 605-271-8930
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BIRD DOG HOSPITALITY FUND 1, LLC | Private Equity Fund | $10.8M | $0.1M | 63 |
| BIRD DOG HOSPITALITY FUND 2, LLC | Private Equity Fund | $13.1M | $0.1M | 0 |
| BIRD DOG HOSPITALITY FUND 3, LLC | Private Equity Fund | $1.1M | $0.1M | 33 |
| BIRD DOG PIZZA, LLC | Private Equity Fund | $0.1M | $0.0M | 22 |
| BIRD DOG PREMIER BEE, LLC | Private Equity Fund | $2.2M | $0.0M | 24 |
| BIRD DOG SA, LLC | Private Equity Fund | $1.5M | $0.0M | 39 |
| NORDIC NIOBRARA LODGE LLU LLC | Private Equity Fund | $2.0M | $0.1M | 29 |
| NORDIC VENTURE PARTNERS FUND I, LLC | Private Equity Fund | $7.2M | $0.0M | 21 |
| NORDIC VENTURE PARTNERS FUND II, LLC | Private Equity Fund | $5.8M | $0.0M | 42 |
| NORDIC VENTURE PARTNERS FUND III, LLC | Private Equity Fund | $3.7M | $0.0M | 61 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HATCH, CHAD, DAVID | Individual | – | PRESIDENT | 02/2010 | < 5% |
| SCHOCK, PAUL, ALLEN | Individual | – | VICE PRESIDENT | 02/2010 | < 5% |
| HATCH FINANCIAL GROUP, LLC | Domestic Entity | – | MANAGING MEMBER | 02/2010 | 25-50% |
| SCHOCK FINANCIAL SERVICES, INC. | Domestic Entity | – | MEMBER | 02/2010 | 25-50% |
| HATCH, CHAD, DAVID | Individual | HATCH FINANCIAL GROUP, LLC | MANAGER | 05/2008 | > 75% |
| SCHOCK, PAUL, ALLEN | Individual | SCHOCK FINANCIAL SERVICES, INC. | CHIEF EXECUTIVE OFFICER | 12/1990 | > 75% |
| SCHOCK, KYLE, ANDREW | Individual | – | SECRETARY | 12/2017 | < 5% |
| SHELTERBELT FINANCIAL, LLC | Domestic Entity | – | MEMBER | 12/2017 | 25-50% |
| SCHOCK, KYLE, ANDREW | Individual | SHELTERBELT FINANCIAL, LLC | MANAGER | 12/2017 | > 75% |
| Sabers, Lacey | Individual | – | CHIEF FINANCIAL OFFICER | 09/2022 | < 5% |