DUBIN CLARK other names

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Adviser Profile

As of Date:

04/24/2024

Adviser Type:

- Large advisory firm

Number of Employees:

20 17.65%

of those in investment advisory functions:

15 15.38%

Registration:

SEC, Approved, 5/9/2016

AUM:

416,206,997 -18.17%

of that, discretionary:

416,206,997 -18.17%

Private Fund GAV:

96,856,210 -35.94%

Avg Account Size:

18,918,500 -21.89%

SMA’s:

NO

Private Funds:

5

Contact Info

203 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
509M 436M 363M 291M 218M 145M 73M
2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 5 $96,856,210

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Private Funds



Employees




Brochure Summary

Overview

Dubin Clark was founded in 1984 and is incorporated as a Delaware corporation with its principal place of business in Jacksonville Beach, Florida. Thomas J. Caracciolo, managing partner, Brent L. Paris, managing partner, and Michael P. Hompesch, partner, are the principal owners of Dubin Clark. Together, they are collectively referred to as the “Partners” of Dubin Clark. Dubin Clark and its affiliates provide investment advisory services to and receives advisory fees from private investment partnerships organized to primarily invest in established businesses (each a “Private Equity Partnership”). Dubin Clark also manages several private investment partnerships, each formed to invest in a single portfolio company (each a “Single Investment Partnership” and together with the Private Equity Partnerships, the “Partnerships”). Each Partnership generally also has a parallel fund and/or related
investment vehicles, including co-investment vehicles. When referring to limited partners/investors and general partners in this document, we are also referring to the equivalent investors and managers of such entities. In providing services to the Partnerships, Dubin Clark formulates the investment objective for each Partnership, directs and manages the investment and reinvestment of each Partnership’s assets, and provides periodic reports to investors in each Partnership. Investment advice is provided directly to each Partnership and not individually to the investors of the Partnerships. Dubin Clark manages the assets of each Partnership in accordance with the terms of the governing documents applicable to each Partnership. As of December 31, 2023, Dubin Clark managed approximately $416,206,997 of regulatory assets under management, all of which is managed on a discretionary basis.