QUAD PARTNERS LLC other names

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Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm

Number of Employees:

13

of those in investment advisory functions:

12

Registration:

SEC, Approved, 2/15/2012

AUM:

731,461,028 -6.96%

of that, discretionary:

731,461,028 -6.96%

Private Fund GAV:

451,167,313 -42.61%

Avg Account Size:

56,266,233 -14.12%

SMA’s:

NO

Private Funds:

13 1

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
914M 783M 653M 522M 392M 261M 131M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Biden administration deeply focused on issue of expanding global vaccine manufacturing, delivery: US
04/07/2021

The Biden administration is deeply focused on the issue of expanding global vaccine manufacturing and delivery, a State Department official has said. Assembly Election 2021 Voting Highlights ...

financialexpress.com

US private equity firm takes stake in Melbourne software outfit
04/06/2021

while New York law firm Kramer Levin Naftalis & Frankel LLP and MinterEllison tended to Quad Partners. Under attack Australian hedge fund VGI Partners has appointed ex-BlackRock Asia-Pacific head ...

afr.com

Island-Chain Defense
03/31/2021

Slap your grandma! quoth I upon reading this, reverting to the Southern vernacular on which I was reared. How could this familiar concept be utterly empty? Koda gives two reasons. He first ...

thediplomat.com

China-Thailand Rail Project: New Movement, Old Problems?
03/29/2021

Delhi is taking space cooperation with each of its Quad partners to new heights.

thediplomat.com

Harris Williams Advises Learn on Demand Systems on its Investment from Shamrock Capital
03/23/2021

Learn on Demand Systems was founded by its CEO, Corey Hynes, and recently received an investment from Quad Partners. “Learn on Demand Systems is a trusted and vital partner to its clients ...

Market Watch

Harris Williams Advises Learn on Demand Systems on its Investment from Shamrock Capital
03/23/2021

Learn on Demand Systems was founded by its CEO, Corey Hynes, and recently received an investment from Quad Partners. “Learn on Demand Systems is a trusted and vital partner to its clients ...

Market Watch


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 13 $451,167,313

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Private Funds



Employees




Brochure Summary

Overview

A. Firm Description QUAD is an investment management firm that is registered with the United States Securities and Exchange Commission (the “SEC”) as an investment adviser. It is structured as a Delaware limited liability company that was formed in 1999. QUAD provides investment advisory services to pooled investment vehicles that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”), and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). QUAD’s current business activity consists of providing investment advice to private pooled investment vehicles, each a Delaware or Cayman Islands limited partnership (each separately, a “Fund” and together, the “Funds”), which make equity and equity- related investments directly in privately held companies. QUAD may in the future advise other funds in addition to those listed herein. None of QUAD’s clients are natural persons; its only clients are the Funds. Since QUAD has no clients that are natural persons, it does not tailor its services to any individual’s needs or objectives. Principal Owner Lincoln E. Frank is the Managing Member and owns 100% of the Firm. B. Types of Advisory Services QUAD provides investment advice to the Funds which make equity and equity-related investments primarily in companies that operate in the
education and training business sectors. Affiliates of QUAD act as general partners to the Funds, and as general partners, these affiliates are solely responsible for the management of the Funds. Investors in the Funds are limited partners (the “Limited Partners”). QUAD provides investment advisory services to each of the Funds pursuant to separate investment and advisory agreements. Investment advice is provided by QUAD directly to the Funds, subject to the direction and control of the affiliated general partner of such Fund. Any restrictions on investments in certain types of securities are established by the general partner of the applicable Fund and are set forth in the documentation received by each limited partner prior to investment in such Fund. Once invested in a Fund, investors cannot impose restrictions on the types of securities in which such Fund may invest. C. Tailored Relationships QUAD provides investment advisory services to the Funds based on the investment objectives of the Funds. QUAD does not provide tailored investment advice to the Limited Partners in the Funds. D. Wrap Fee Programs QUAD does not participate in and is not a sponsor of wrap fee programs. E. Assets under Management QUAD manages a total of $731,461,028 in client assets on a discretionary basis. This assets under management figure is based on calculations as of December 31, 2023.