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.