Capital Partners Holdings Inc

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Capital Partners Holdings Inc
CRD #161657
SEC #801-74335
CIK #
AUM
Employees 25 (84% Investors, 0% Brokers)
Phone203-625-0770
Address301 Merritt 7
Norwalk, CT 06851
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1300104078052026002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
PE Capital Partners Private Equity Income Fund II Inst LP [2014-03-31] 280.9 278.0
PE CP Breen LLC [2014-03-31] 19.9 0.7
PE CP Derby LLC [2013-03-26] 21.0 0.0
PE Capital Partners Private Equity Income Fund LP 2012-02-16 20.8
PE CP Ames LLC [2012-02-16] 4.5 10.0
PE CP Fintube LLC [2012-02-16] 2.6 0.0
PE CP Harbor Linen Acquisition LLC [2012-02-16] 5.6 0.7
PE CP Lone Star LLC 2012-02-16 10.6
PE CP Roll Rite LLC [2012-02-16] 18.4 0.4
PE CP Stoller LLC [2012-02-16] 0.8 2.4
View All
AUM Breakdown Accounts AUM ($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 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 15 1,161.4
(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 15 1,161.4
By Discretionary
Discretionary 15 1,161.4
Non-Discretionary 0 0.0
Total 15 1,161.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,161.4
Total 15 1,161.4
Form D Directors # Filings # Firms 2011 - 2025
Robert Tucker 29
Brian Fitzgerald 21
John Kirwin III 19
Mark Allsteadt 18
Capital Partners Private Equity Income Fund II LLC 9
Capital Partners Private Equity Income Fund LLC 7
Gary Smalley 5
Capital Partners Private Equity Income Fund LP 2
Frank Grzelecki 1
Capital Private Equity Income Fund LP Capital Partners Private Equity Income Fund LP 1
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