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)
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 ($M)	AUM ($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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Capital Partners Holdings Inc

Assets, Funds, Holdings