Overview
A. Description of the Advisory Firm
Stonecourt Capital LP (“Stonecourt” or the “Firm), a Delaware limited partnership, was
formed on May 9, 2016. Stonecourt is managed by Lance Hirt (“Hirt”), and Eric Gribetz
(“Gribetz”) (together the “Managing Partners”).
B. Types of Advisory Services
Stonecourt is a diversified holding company designed to provide a more flexible alternative
to traditional private equity. Stonecourt serves as an investment adviser to private
investment funds and special purpose vehicles (the “Funds”). The Funds consist of parallel
investment vehicles that invest alongside each other to accommodate the legal, tax,
regulatory or other needs of certain investors. Stonecourt may decide in the future to sponsor
or manage additional private investment funds (collectively with the Funds, the “Clients”).
Affiliates of Stonecourt serve as the general partner to the Funds (each, the “General
Partner”).
Pursuant to each Fund’s offering memorandum, limited partnership agreement, operating
agreement and subscription documents, as applicable, (“Governing Documents”), the Firm
seeks to build innovative, sustainable companies to add value to its customers and
communities, to achieve attractive risk-adjusted returns through equity investments in
middle market companies across the logistics, food & beverage, renewables & sustainability,
health & wellness, industrials, and infrastructure industries.
C. Client Tailored Services and Client Imposed Restrictions
As the investment adviser to the Funds, Stonecourt invests the Funds’ assets in accordance
with the Funds’ Governing Documents. Stonecourt conducts its investment advisory
activities so as to comply with the investment objectives, guidelines and restrictions set forth
in the Fund’s Governing Documents, which may be amended from time to time. However,
Stonecourt will not tailor its investment activities on behalf of the Funds to the needs of any
individual investor in a Fund (such investors are referred to herein as “Investors”).
D. Amounts Under Management
The Firm has the following regulatory assets under management:
Discretionary Amounts: Non-Discretionary Amounts: Date Calculated:
$491,349,408 $0 December 31, 2023