Integrum was formed in 2021 and became an SEC-registered investment adviser in 2021. Our
principal place of business is in New York, NY, and we have an office location in Boca Raton, Florida.
We are organized as a limited partnership under the laws of the State of Delaware.
Integrum is primarily owned by Tagar Olson, Ursula Burns and Richard Kunzer. The owners are
responsible for the day-to-day management of the Firm and control the Firm's investment, monitoring,
portfolio valuation and exit decisions. Collectively, the management team has invested more than $100
billion across more than 100 transactions and has over 100 years of combined experience in the
private equity business. Integrum will source transactions by leveraging the extensive relationship
network of its management team. We believe that our diverse experience and expertise, our
technology-driven investment approach and our values and mission benefit our firm and ultimately our
investors.
Integrum currently provides investment management services solely to private equity funds and
separately managed accounts (each a "Client"). Subject to certain contractual limitations in a Client's
organizational documents, we may decide to manage, sponsor or advise other Clients in the future.
Any new fund or account launched by Integrum may have similar or materially different terms than
current Clients. Prospective investors in any new fund or account launched by Integrum should refer
to the appropriate fund or accounts offering documents and/or organizational documents for
information regarding such fund or
accounts minimum required capital commitment and any additional
qualifications required for investment.
Clients receive capital commitments from investors during one or more fundraising stages, after which
such Client will be closed to new investors. Once an investment has been identified and vetted
through a due diligence and negotiation process, Integrum will call capital from investors, generally
based on their commitment, to support Clients' investment activity. Investments made for Clients are
generally, but not exclusively, in private, illiquid companies.
Clients are not required to register under the Securities Act of 1933 or the Investment Company Act of
1940 in reliance upon certain exemptions available to issuers whose securities are not
publicly offered. We manage Clients on a discretionary basis in accordance with the terms and
conditions of the Client's offering and/or organizational documents.
Integrum employs a thematic investment approach and specializes in managing investments in
insurance and insurance services, corporate and business services, financial technology and
payments and traditional financial services. The investment objective of Clients is to generate capital
appreciation by making investments in equity or equity-oriented securities in technology-enabled
professional services businesses, as well as related businesses.
Assets Under Management
As of December 31, 2023, Integrum provides continuous management services for $1,750,612,587 in
client assets on a discretionary basis, and $0 in client assets on a non-discretionary basis.
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