CIP CAPITAL other names

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Adviser Profile

As of Date:

06/07/2024

Adviser Type:

- Large advisory firm

Number of Employees:

5

of those in investment advisory functions:

5

Registration:

SEC, Approved, 7/15/2015

Other registrations (1)
AUM:

425,562,112 -14.91%

of that, discretionary:

425,562,112 -14.91%

Private Fund GAV:

425,562,112 -14.91%

Avg Account Size:

141,854,037 -14.91%

SMA’s:

NO

Private Funds:

3

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 1B 865M 692M 519M 346M 173M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Friends of the Animal Shelter receives donation from city
03/24/2021

The $1 million donation will go towards the design and construction of a new animal shelter that will be located on Corporate Drive.

kq2.com

Killeen council discusses moving funds for short-term street repairs
03/17/2021

The council was initially set to discuss using $1.25 million from the street maintenance fund, and $1 million from the Governmental Capital Improvement Projects (CIP) Fund, totaling $2.25 million ...

kdhnews.com

Riley County approves $58K contract for water lines at RCPD firing range
03/06/2021

County Clerk Rich Vargo added that the CIP fund itself has the money as it budgets "cushion" funds, and it is not uncommon for the cost of CIP projects to exceed what commissioners initially authorize. "Just to put it into perspective, we've gone well over ...

news.yahoo.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 3 $425,562,112

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Private Funds



Employees




Brochure Summary

Overview

CIP Fund Management, LLC (“CIPFM”) is a private equity investment adviser organized as a limited liability company under the laws of the State of Delaware and has been in business since October 2011. The principal owners of CIPFM are Scott Marden and Melissa Vlak. CIPFM provides discretionary advisory services to private equity funds CIP Capital Fund, L.P. (“CIP Capital I”), CIP Capital Fund II, L.P. (“CIP Capital II”), and CIP Capital Fund III, L.P. (“CIP Capital III”) (collectively, the “Funds”). CIPFM focuses on investing in lower middle market companies across the business information and outsourced services sectors, with a focus on business process outsourcing, marketing services, knowledge services, and B2B Information management. Such companies typically will be organized under the laws of and/or have their principal place of business in North America, although Funds can invest up to twenty percent of the Fund’s respective aggregate capital commitment in companies that do not meet either criterion. As of December 31, 2022, CIPFM managed $500,135,387 of discretionary assets under management. In providing services to the Funds, CIPFM formulates
each Fund’s investment objectives, directs, and manages the investment of the Funds’ assets, and provides reports to each Fund’s investors (“Investors”). Investment advice is provided directly to the Funds and not individually to the Investors. CIPFM manages the assets of the Funds in accordance with the terms of each Fund’s limited partnership agreement and other governing documents applicable to each Fund (the “Governing Fund Documents”). All material terms are generally established at the time of the formation of a Fund. CIPFM does not tailor its advisory services to the individual needs of any Fund’s Investors, and such Investors may not impose investment restrictions on the Funds; however, CIPFM, on behalf of the applicable Fund, has entered into side letters with some Investors. Limited partnership interests in the Funds are not registered under the U.S. Securities Act of 1933, as amended, and the Funds rely on an exemption from registering as investment companies under the U.S. Investment Company Act of 1940, as amended. Accordingly, interests in the Funds are offered and sold exclusively to Investors satisfying the applicable eligibility and suitability requirements.