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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