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| Andrew W Byrd & Co LLC
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| |
|---|---|
| CRD # | 163780 |
| SEC # | 801-113724 |
| CIK # | |
| AUM | $335.5 MM (2024-03-28) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 615-256-8061 |
| Address | 3100 West End Ave Nashville, TN 37203-1355 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | TVV Capital Partners V-A LP | [2024-03-28] | 0.0 | 77.7 |
| PE | TVV Capital Partners V LP | [2024-03-28] | 0.0 | 14.5 |
| PE | TVV Capital Partners IV-A LP | [2019-03-29] | 10.7 | 60.6 |
| PE | TVV Capital Partners IV LP | [2017-03-29] | 32.8 | 104.9 |
| PE | TVV Capital Partners III-A LP | [2013-03-27] | 37.1 | 46.8 |
| PE | Tennessee Valley Ventures II LP | 2012-04-02 | 0.6 | |
| PE | Tennessee Valley Ventures LP | 2012-04-02 | 0.1 | |
| PE | TVV Capital Partners III LP | [2012-04-02] | 25.1 | 31.1 |
| PE | TVV Co-Investors II LLC | 2012-04-02 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 335.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 335.5 |
| By Discretionary | ||
| Discretionary | 6 | 335.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 335.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.5 | |
| Total | 6 | 335.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Stephen Cook | 13 | |||
| Frederic Reisner | 8 | |||
| Kenneth Weaver | 8 | |||
| Andrew Byrd | 7 | |||
| Charles Sell | 4 | |||
| TVV Equity Investors IV LLC | 2 | |||
| Jeremy Wilkinson | 2 | |||
| Andrew W Byrd & Co LLC | 2 | |||
| Andrew Byrd Jr | 2 | |||
| James Gaittens | 2 | |||
| View All | ||||
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