9AT: BESTIGE HOLDINGS, LLC

other names

BESTIGE HOLDINGS, LLC
BESTING HOLDINGS, LLC

Adviser Profile

As of Date	03/31/2026
Adviser Type - Large advisory firm
Number of Employees	16 45%
of those in investment advisory functions	7 75%
Registration	SEC, Approved, 07/28/2023
Other registrations (2)	SEC, ERA - Withdrawn, 06/30/2023 SEC, ERA - Active, 02/04/2020
Former registrations	BESTIGE HOLDINGS, LLC

AUM^*	372,390,803 3%
of that, discretionary	372,390,803 3%
Private Fund GAV^*	186,736,050 -49%
Avg Account Size	31,032,567 -23%
SMA’s	No
Private Funds	14 5
Contact Info	(31 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count14	GAV$186,736,050

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
Adviser HARLAN CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund280.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV280.8m	AUM280.8m	#Funds7
Adviser UPPER BAY INFRASTRUCTURE MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM309.2m	#Funds-
Adviser GENROCK CAPITAL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund257.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV257.6m	AUM257.6m	#Funds2
Adviser EQUALITY ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.0b	AUM1.0b	#Funds9
Adviser ISOMETRY CAPITAL, LLC	Hedge Fund395.6m	Liquidity Fund-	Private Equity Fund12.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV407.7m	AUM1.0b	#Funds11
Adviser AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund337.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV337.1m	AUM337.1m	#Funds4
Adviser GOANNA CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.6b	AUM2.2b	#Funds73
Adviser GIP INVESTMENT ADVISER LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund231.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV231.9m	AUM198.0m	#Funds11
Adviser BLUESTONE EQUITY PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund439.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV439.9m	AUM439.9m	#Funds1
Adviser RAINIER CAPITAL PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund750.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV750.5m	AUM379.5m	#Funds5

Brochure Summary

Overview

Bestige Holdings, LLC, a Utah limited liability company, is a Park City, Utah-based investment adviser that provides private equity solutions to North American based companies operating in the industrial, business, consumer, and healthcare services industries with revenue ranging from approximately $10 million to over $300 million. The Firm began its advisory services in 2017. Bestige is principally owned by Bestige Partners, LLC (the “Parent Company”). The Parent Company is principally owned by Nathan Richey. Bestige serves as an investment adviser to National Waste, LP (“National Waste”), NPW, LP (“NPW”), SWA, LP (“SWA”), RMSS, LP (“RMSS”), IHS Holdings, LLC (“IHS Holdings”), UTNS Holdings, LLC (“UTNS Holdings”), UTNS, LP (“UTNS”), IRNS LP (“IRNS”), and IRNS Holdings, LLC (“IRNS Holdings” together with National Waste, NPW, SWA, RMSS, IHS Holdings, UTNS Holdings, UTNS, and IRNS, the “Funds” and each a “Fund”). The Funds are exempt from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”) pursuant to Section 3(c)(1). Pursuant to the position expressed in the American Bar Association SEC No-Action Letter (January 18, 2012) (“ABA No-Action Letter”), this brochure describes the advisory services provided by Bestige, as a filing adviser, and the general partners, Bestige General Partner I, LP (“GP I”), Bestige General Partner II, LP (“GP II”), Bestige General Partner III, LP (“GP III”),

Bestige General Partner IV, LP (“GP IV”), Bestige General Partner V, LP (“GP V”), and Bestige General Partner VI, LP (“GP VI,” together with GP I, GP II, GP III,GP IV, and GP V, the “General Partners” and each a “General Partner”), which collectively operate as a single advisory business together. Individuals and entities may invest in the Funds as limited partners (“Investors”). Investment advice is provided directly to each Fund itself and not to the individual Investors in the Funds. Bestige tailors its advisory services to the individual needs of each Fund but not to the individual needs of underlying Investors. Bestige manages all of the Funds in accordance with the investment objectives and limitations set forth in each Funds’ offering memoranda, limited liability company agreement, limited partnership agreement, governing documents, subscription agreements, side letters, and any investment management agreement between Bestige and the Fund (“Operative Documents”). Any capitalized terms used herein without definition are defined in the Operative Documents. The advice provided by the Firm and its employees is limited to the types of investments described in the Operative Documents. The Firm does not participate in wrap fee programs. As of December 31, 2023, the Firm managed approximately $362,449,971 regulatory assets on a discretionary basis. The Firm does not manage any assets on a non-discretionary basis.

BESTIGE HOLDINGS, LLC

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