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| Arnerich Massena Inc
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| |
|---|---|
| CRD # | 116395 |
| SEC # | 801-61109 |
| CIK # | |
| AUM | $1.7 BB (2024-03-22) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 503-239-0475 |
| Address | 650 NE Holladay Street Portland, OR 97232-2047 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Vendscreen Investors LLC | [2014-03-28] | 1.3 | 1.3 |
| Other | Fishpeople Investors LLC | [2013-04-01] | 0.0 | 0.4 |
| Other | Accumetrics Investors III LLC | 2012-11-07 | 6.0 | |
| Other | Accumetrics Investors IV LLC | 2012-11-07 | 4.2 | |
| Other | Vapotherm Investors LLC | [2012-11-07] | 3.0 | 4.2 |
| PE | 3X5 Special Opportunity Fund LP | [2012-03-22] | 69.5 | 35.3 |
| Other | Accumetrics Investors II LLC | 2012-03-22 | 37.8 | |
| Other | Accumetrics Investors LLC | 2012-03-22 | 14.1 | |
| Other | IDEV Investors LLC | 2012-03-22 | 3.0 | |
| Other | Salient Common Investors LLC | 2012-03-22 | 0.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 0.0 |
| (b) Individuals (high net worth individuals) | 147 | 1.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 37 | 0.8 |
| (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 | 279 | 2.1 |
| By Discretionary | ||
| Discretionary | 228 | 1.1 |
| Non-Discretionary | 51 | 1.0 |
| Total | 279 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 279 | 2.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Anthony Arnerich | 28 | ||
| Jay Schmelter | 35 | ||
| Thomas Melzer | 7 | ||
| Arnerich 3X5 Special Opportunity Managers LLC | 5 | ||
| Arnerich Massena Inc | 4 | ||
| General Partner 3X5 Partners GP III LLC | 3 | ||
| 3X5 Special Opportunity Partners LLC | 1 |
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