04/18/2024
- Large advisory firm
50
26 4.00%
SEC, Approved, 10/1/2014
“How the IRS is going to do this with returns already filed -- it’s going to be a challenge,” says Scott Rutherford, a wealth advisor who is also a CFP and CPA at Gratus Capital, an RIA in ...
financial-planning.com| Fund Type | Count | GAV |
|---|---|---|
| Hedge Fund | 1 | $19,170,870 |
| Private Equity Fund | 6 | $129,983,143 |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | # funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SAGEVIEW CAPITAL LP | 19.5m | - | 1.6b | - | - | - | - | 1.6b | 2.1b | 7 | |
| RRG CAPITAL MANAGEMENT LLC | 296.7m | - | 1.5b | - | - | - | - | 1.8b | 2.5b | 8 | |
| MEDALIST PARTNERS LP | 98.0m | - | 1.6b | - | - | - | - | 1.7b | 2.0b | 14 | |
| BURFORD CAPITAL INVESTMENT MANAGEMENT LLC | - | - | 3.4b | - | - | - | - | 3.4b | 3.4b | 12 | |
| BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC | - | - | 378.2m | - | - | - | - | 378.2m | 798.7m | 6 | |
| STANDARD CAPITAL ADVISORS L.P. | 26.3m | - | 42.8m | - | - | - | - | 69.1m | - | 8 | |
| CDH INVESTMENT ADVISORY PRIVATE LIMITED | 132.6m | - | 3.7b | - | - | - | - | 3.9b | 3.6b | 4 | |
| GOLDEN GATE PRIVATE EQUITY INC. | 8.8b | - | 910.9m | - | - | - | - | 9.7b | 10.5b | 18 | |
| VR ADVISER, LLC | 1.5b | - | 1.4b | - | - | - | - | 2.9b | 2.9b | 8 | |
| TEKNE CAPITAL MANAGEMENT, LLC | 510.0m | - | 546.3m | - | - | - | - | 1.1b | 1.1b | 15 |