9AT: CAVU CONSUMER PARTNERS, LLC

Adviser Profile

As of Date	05/28/2026
Registration	SEC, Approved, 12/18/2020
Other registrations (3)	SEC, ERA - Withdrawn, 11/18/2020 California, ERA - Withdrawn, 11/18/2020 Texas, ERA - Withdrawn, 11/18/2020
Former registrations	CAVU VENTURE PARTNERS, LLC
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	1,525,102,515 21%
of that, discretionary	1,525,102,515 21%
Number of Employees	20 18%
of those in investment advisory functions	8
Private Fund GAV^*	1,540,502,515 -10%
Avg Account Size	95,318,907 21%
SMA’s	No
Private Funds	19 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser QUONA CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund1.0b	Other Fund-	Total Private Fund GAV2.1b	AUM1.0b	#Funds9
Adviser T VENTURES MANAGEMENT CO, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund790.8m	Other Fund-	Total Private Fund GAV1.6b	AUM765.8m	#Funds7
Adviser ARROWROOT CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund465.6m	Other Fund-	Total Private Fund GAV931.3m	AUM465.5m	#Funds10
Adviser MOONRISE CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund1.1b	Other Fund-	Total Private Fund GAV2.3b	AUM1.1b	#Funds6
Adviser 3L CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund41.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund884.2m	Other Fund-	Total Private Fund GAV1.8b	AUM932.3m	#Funds12
Adviser ANZU PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund1.1b	Other Fund-	Total Private Fund GAV2.2b	AUM1.1b	#Funds24
Adviser HG CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.2b	#Funds6
Adviser OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund1.2b	Other Fund-	Total Private Fund GAV2.3b	AUM1.1b	#Funds32
Adviser FINTECH COLLECTIVE MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund846.4m	Other Fund-	Total Private Fund GAV1.7b	AUM800.8m	#Funds15
Adviser BITKRAFT VENTURES MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund874.4m	Other Fund-	Total Private Fund GAV1.7b	AUM874.4m	#Funds10

Brochure Summary

Overview

A. Description of Advisory Business CAVU Consumer Partners, LLC (or the “Adviser”), together with its affiliated general partner entities (the “General Partners”) with which it shares common control (collectively, “CAVU”) provides investment advisory services to a number of privately offered, pooled investment funds (the “Funds”) and/or special purpose vehicles (“SPVs”, collectively with the Funds, “Clients”). The Adviser is a Delaware limited liability company formed on June 19, 2015, and principally owned by Brett Thomas and Rohan Oza. The Adviser also shares common control with affiliated General Partners, which serve as the sponsors to the Clients. B. Description of Advisory Services CAVU is an investment firm that primarily invests in high-growth branded consumer products and services companies, with emphasis on brands that appeal to today’s health and wellness-conscious consumer. Client portfolio companies are generally private companies domiciled in the United States, and investments are made in startups, small-to medium sized companies as well as later stage companies in exchange for minority ownership positions. CAVU’s strategy covers all aspects of consumer products and services, with an emphasis on consumer packaged goods (“CPG”), food & beverage, personal care, beauty, wellness, pet care, fitness, and fast casual. As a result, the Clients feature highly concentrated portfolios. CAVU has developed a team of investment professionals, industry experts, value-add, and operational support specialists to serve its portfolio companies

and investors. In addition to offering access to multiple-asset, pooled investment opportunities through the Funds, CAVU, through its SPVs, also offers direct private investment and co-investment opportunities. A full list of the Funds and SPVs managed by CAVU can be found on Form ADV Part 1A, Section 7.B.(1). Investors in CAVU Clients (“Investors”) should refer to the relevant vehicle’s organizational documents, limited partnership agreement or any other offering documents, including the exhibits and appendices thereto, and other governing documents (collectively, the “Governing Documents”) for definitive and detailed information regarding the matters described in this Brochure. The Funds and SPVs rely on certain exclusions from the definition of “investment company” found in the Investment Company Act of 1940, as amended (“1940 Act”). Accordingly, none of the Clients are registered as investment companies with the SEC. C. Client Investment Objectives and Restrictions CAVU does not tailor its advisory services to the individual needs of Investors. Instead, CAVU provides investment advice to the Clients rather than to the individual underlying Investors. Investment restrictions for a Client, if any, are established in the applicable Governing Documents for such Client. D. Wrap Fee Programs CAVU does not participate in wrap fee programs. E. Regulatory Assets Under Management As of December 31, 2023, CAVU’s regulatory assets under management consisted of the following:
• Discretionary: $1,259,875,215
• Non-Discretionary: $0

CAVU CONSUMER PARTNERS, LLC

CAVU CONSUMER PARTNERS, LLC

CAVU VENTURE PARTNERS, LLC

CAVU VENTURE PARTNERS

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Adviser Profile

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Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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Brochure Summary

Overview

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CAVU CONSUMER PARTNERS, LLC CAVU CONSUMER PARTNERS, LLC CAVU VENTURE PARTNERS, LLC CAVU VENTURE PARTNERS

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

CAVU CONSUMER PARTNERS, LLC

CAVU CONSUMER PARTNERS, LLC

CAVU VENTURE PARTNERS, LLC

CAVU VENTURE PARTNERS