Capital Partners Holdings Inc

Search
⚲

Capital Partners Holdings Inc ✚
CRD #	161657
SEC #	801-74335
CIK #
AUM
Employees	25 (84% Investors, 0% Brokers)
Phone	203-625-0770
Address	301 Merritt 7 Norwalk, CT 06851
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Capital Partners Private Equity Income Fund II Inst LP	[2014-03-31]	280.9 M	278.0 M
	Filed 2014-01-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	CP Breen LLC	[2014-03-31]	19.9 M	0.7 M
	Offered $19,850,000 · Filed 2016-02-17 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose
PE	CP Derby LLC	[2013-03-26]	21.0 M
	Offered $21,000,000 · Filed 2012-09-27 (D) · Exemption 506 · Duration One year or less · Revenue Decline to Disclose
PE	Capital Partners Private Equity Income Fund LP	2012-02-16		20.8 M
PE	CP Ames LLC	[2012-02-16]	4.5 M	10.0 M
	Offered $4,510,000 · Filed 2009-12-18 (D/A) · Exemption 506 · Minimum $5,000 · Duration One year or less · Revenue Decline to Disclose
PE	CP Fintube LLC	[2012-02-16]	2.6 M
	Offered $4,800,000 · Filed 2010-11-12 (D) · Exemption 506 · Remaining $2,172,380 · Duration One year or less · Revenue Decline to Disclose
PE	CP Harbor Linen Acquisition LLC	[2012-02-16]	5.6 M	0.7 M
	Offered $5,598,052 · Filed 2011-01-28 (D) · Exemption 506 · Minimum $5,000 · Duration One year or less · Revenue Decline to Disclose
PE	CP Lone Star LLC	2012-02-16		10.6 M
PE	CP Roll Rite LLC	[2012-02-16]	18.4 M	0.4 M
	Offered $18,365,000 · Filed 2011-10-19 (D) · Exemption 506 · Duration One year or less · Revenue Decline to Disclose
PE	CP Stoller LLC	[2012-02-16]	0.8 M	2.4 M
	Offered $23,600,000 · Filed 2010-04-15 (D) · Exemption 506 · Remaining $22,850,000 · Duration One year or less · Revenue Decline to Disclose
PE	CP Twitchell LLC	[2012-02-16]	9.0 M	2.3 M
	Offered $9,000,000 · Filed 2011-12-06 (D) · Exemption 506 · Duration One year or less · Revenue Decline to Disclose
PE	CP Weaver LLC	[2012-02-16]		0.6 M
PE	Dayton Parts Holdings LLC	[2012-02-16]	1.2 M	0.1 M
	Offered $1,993,969 · Filed 2010-12-28 (D) · Exemption 506 · Remaining $753,360 · Duration One year or less · Revenue Decline to Disclose
PE	Heads & Threads Holdings LLC	2012-02-16		2.5 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	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	Role	# Filings	# Firms
Robert Tucker	Director, Executive Officer	29	4
Brian Fitzgerald	Director, Executive Officer	21	4
John Kirwin III	Director	19	3
Mark Allsteadt	Director, Executive Officer	18	3
Capital Partners Private Equity Income Fund II LLC	Director, Executive Officer	9	3
Capital Partners Private Equity Income Fund LLC	Director, Executive Officer	7	2
Gary Smalley	Director	5	2
Capital Partners Private Equity Income Fund LP	Director	2	2
Frank Grzelecki	Director	1	1
Capital Private Equity Income Fund LP Capital Partners Private Equity Income Fund LP	Director	1	1
View All

Firm Profile (Form ADV)
Discretionary AUM	$0.3B
Serves	Institutional
Fund Types	Private Equity
LEI	N/A

Capital Partners Holdings Inc

Assets, Funds, Holdings