Broadhaven Capital Partners GP I LLC

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Assets, Funds, Holdings

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Broadhaven Capital Partners GP I LLC
CRD #152971
SEC #801-71130
CIK #
AUM
Employees 2 (50% Investors, 100% Brokers)
Fees
Minimum
Phone312-621-9801
Address150 North Riverside Plaza
Chicago, IL 60606
Source [IAPD] [Website]
Total AUM ($M)
1108866442202010201520202025
Fees and Compensation — Form ADV Part 2A (3/26/2020) [Brochure]
Item 5 – Fees and Compensation

    The Firm serves as an investment adviser to the Partnership. Pursuant to an agreement with the Partnership, the
    Firm receives or is entitled to receive an annual investment management fee based on a fixed percentage of the
    aggregate capital commitments made by the Partnership. The investment management fee is two percent (2.0%)
    and is payable semi-annually. The Firm may also be entitled to participate in a percentage of the investment
    proceeds distributed to the limited partners of the Partnership (“Carried Interest”). The Carried Interest percentage
    is twenty percent (20.0%) and is payable upon a qualifying distribution of investment proceeds. Both the
    investment management fee and Carried Interest percentage are subject to negotiation with each client and may
    differ based on a number of factors, including, but not limited to, the amount of assets contributed by the client.
Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2020) [Brochure]
Item 7 – Types of Clients

    Broadhaven serves as the investment adviser to the Partnership. The limited partners of the Partnership consist of
    both high net worth individuals and investment-related companies who are Qualified Investors. The minimum
    initial investment is $1,000,000.
Type Form D Funds Date Sold AUM
VC Broadhaven Capital Partners Fund I LP 2012-03-27 105.0 M
AUM Breakdown Accounts AUM ($M)
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 1 105.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(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 1 105.0
By Discretionary
Discretionary 1 105.0
Non-Discretionary 0 0.0
Total 1 105.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 105.0
Total 1 105.0
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional
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