For purposes of this brochure, “Wildcat” means Wildcat Capital Management, LLC, a Delaware
limited liability company formed on October 17, 2011. Wildcat is an investment adviser owned
and managed by Leonard Potter, its President and Chief Investment Officer.
Wildcat provides investment advisory services to a variety of different clients, which can include
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”), individuals, limited partnerships, limited liability
companies, Continuation Vehicles (as defined below), trusts, charitable organizations and other
entities and accounts (collectively, the “Clients”).
Wildcat provides investment supervisory services to each Client in accordance with the limited
partnership agreement (or analogous organizational document) of such Client or separate
investment and advisory, investment management or portfolio management agreement(s) (each, a
“Management Agreement”). Services are provided to the Clients in accordance with the
Management Agreements with the Clients and/or organizational documents of the applicable
Client. Investment restrictions for the Clients, if any, are generally established in the
organizational or offering documents of the applicable Client, Management Agreements and/or
side letter agreements negotiated with investors in the applicable Client (such documents
collectively, a Client’s “Organizational Documents”).
Wildcat
provides investment advisory services, which includes giving advice to Clients and
making investments for Clients based on the needs of such Clients. These services may include:
(i) development and implementation of investment strategies, including asset allocation strategies,
(ii) identification and sourcing of investment opportunities, (iii) analysis and assessment of
investment opportunities, (iv) execution of investments, (v) monitoring of investments and (vi)
disposition of investments. In furtherance of each Client’s investment objectives and strategies,
Wildcat allocates assets of the Clients to third-party private investment funds, funds of funds and
other pooled vehicles (“Investment Funds”) managed by professional fund managers, including
hedge fund managers, private equity managers, and other asset class managers (“Fund Managers”).
Wildcat also allocates assets of the Clients to a fund advised by Wildcat or to a fund advised by an
affiliated investment manager or an investment manager in which Wildcat, its officers and/or
employees have an interest (each, a “Related Fund Manager”). Wildcat may also invest assets of
the Clients in businesses in which Wildcat or its officers and/or employees may have an interest.
Wildcat generally tailors its advisory services and investment strategies to the needs and goals of
each Client, factoring in such Client’s risk profile, desired asset allocation, liquidity needs, and
any applicable investment restrictions, among other items.
As of December 31, 2023, Wildcat managed on a discretionary basis a total of $3,526,905,271 of
client assets.