TWIN POINT CAPITAL LLC other names

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Adviser Profile

As of Date:

04/04/2024

Adviser Type:

- Large advisory firm

Number of Employees:

9 28.57%

of those in investment advisory functions:

9 28.57%

Registration:

SEC, Approved, 11/4/2015

AUM:

405,705,125 -22.49%

of that, discretionary:

388,040,222 -1.82%

Private Fund GAV:

352,019,797 -14.77%

Avg Account Size:

50,713,141 -12.81%

SMA’s:

NO

Private Funds:

7 2

Contact Info

347 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
414M 355M 296M 237M 177M 118M 59M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Vodafone changes tack, looks to borrow funds
03/15/2021

The other members in the consortium, including Pacific Investment Management Co, Sixth Street, Twin Point Capital and Varde Partners, continue to be part of the group. However, differences between ...

livemint.com

Stealth Monitoring Combines with Eyewitness Surveillance to Form Commercial Video Monitoring Powerhouse
03/08/2021

Palo Alto / New York-based Twin Point Capital, Philadelphia-based LLR Partners, and Auxo Management, a Toronto-based investment fund founded by Cherun and Mikkelsen. Raymond James served as ...

markets.businessinsider.com

Stealth Monitoring Combines with Eyewitness Surveillance to Form Commercial Video Monitoring Powerhouse
03/08/2021

Palo Alto / New York-based Twin Point Capital, Philadelphia-based LLR Partners, and Auxo Management, a Toronto-based investment fund founded by Cherun and Mikkelsen. Raymond James served as ...

markets.businessinsider.com

Vodafone Idea's fundraising plan hits roadblock: Report
03/05/2021

The deadline for exclusive talks with the group of potential lenders including Oak Hill, Pacific Investment Management Co, Sixth Street, Twin Point Capital and Varde Partners with the telecom ...

moneycontrol.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 6 $334,354,894
Other Private Fund 1 $17,664,903

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Private Funds



Employees




Brochure Summary

Overview

A. The Firm and Principal Owners Raga Partners LP (“Raga” or the “Firm”) provides investment advisory services primarily to ultra-high net worth individuals and families and family offices (collectively, “Separately Managed Accounts”) and pooled investment vehicles (“the Funds”). The Firm was founded in 2021. The principal owner of the Firm is Raga Management LLC. Raga Management LLC is owned by Atul Joshi individually and through a trust that he controls. B. Types of Services Offered We provide investment management services to clients both on a discretionary and non- discretionary basis. For Separately Managed Accounts, we offer non-discretionary investment advisory services (“Advisory Mandates”) whereby we construct diversified portfolios and recommend their implementation. These portfolios are comprised of the major asset classes (e.g., equities, fixed income products, commodities, hedge funds, private capital funds, other alternative investments, including cryptocurrency, real estate investments and cash equivalents). We advise a Private Fund that invests primarily in equity interests of privately held companies, but may hold publicly traded securities, as well. We may form additional Funds in the future. In addition, we have entered into a consulting services agreement with an SEC-registered
investment adviser pursuant to which we provide non-investment advisory consulting services. We may enter into similar agreements in the future. The actual investment strategies and processes employed by the Firm, as well as associated risks, are discussed in detail in Item 8 below. C. Level of Service Offered We provide non-discretionary investment management services to our Separately Managed Accounts and discretionary management services to the Funds we advise. Generally, we create an investment profile for the client that defines the client’s objectives and risk profile. Based upon the investment profile, we, as applicable, construct, recommend, implement and manage the portfolio based upon the client's objectives. We also monitor the portfolio and make recommendations to modify the portfolio if required. Separately Managed Account clients are permitted to impose restrictions on investing in certain securities or types of securities. D. Portfolio Management Services to Wrap Fee Programs We do not provide portfolio management services to wrap fee programs. E. Assets Under Management As of December 31, 2022, the Firm managed approximately $1.376bn in client assets, of which $300mm is managed on a discretionary basis and approximately $1.076bn on a non- discretionary basis.