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| Cortec Group Management Services LLC
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| CRD # | 161429 |
| SEC # | 801-73692 |
| CIK # | |
| AUM | 6,634.0 M (2026-03-27) |
| Employees | 30 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-370-5600 |
| Address | 140 East 45th Street, 43rd Floor New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Cortec as Co-Invest LP | [2025-03-21] | 34.7 M | |
| Filed 2024-07-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cortec LOV Co-Investment Fund VIII-A LP | [2025-03-21] | 16.7 M | |
| Filed 2024-11-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cortec LOV Co-Investment Fund VIII LP | [2025-03-21] | 38.3 M | |
| Filed 2024-11-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cortec Group Fund VIII-A LP | [2023-11-22] | 1,590.3 M | 1,400.7 M |
| Filed 2023-06-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cortec Group Fund VIII LP | [2023-11-22] | 1,590.3 M | 1,694.1 M |
| Filed 2023-06-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cortec VIII Employee Co-Investment LLC | 2023-11-22 | 102.0 M | |
| PE | Cortec Group Fund VII-A LP | [2020-03-27] | 968.3 M | |
| Filed 2019-11-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cortec Group Fund VII LP | [2020-03-27] | 1,506.6 M | |
| Filed 2019-11-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cortec VII Employee Co-Investment LLC | 2020-03-27 | 43.5 M | |
| PE | Cortec Co-Investment Fund VI LLC | [2015-06-17] | 1,106.9 M | 35.7 M |
| Offered $1,106,925,000 · Filed 2015-05-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $149,744 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 12 | 6.6 |
| (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 | 12 | 6.6 |
| By Discretionary | ||
| Discretionary | 12 | 6.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.6 | |
| Total | 12 | 6.6 |
| Limited Partners | 2011 - 2026 |
|---|---|
| California State Teachers' Retirement System | |
| State Board of Administration of Florida | |
| The University of Texas/Texas A&M Investment Company |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Tucker | Executive Officer | 25 | 3 | |
| Jonathan Stein | Executive Officer | 14 | 2 | |
| David Schnadig | Executive Officer | 12 | 2 | |
| Jeffrey Lipsitz | Executive Officer | 10 | 1 | |
| Michael Najjar | Executive Officer | 10 | 1 | |
| Jeffrey Shannon | Executive Officer | 7 | 1 | |
| Douglas Kruep | Executive Officer | 5 | 1 | |
| Robert Whipple | Executive Officer | 5 | 1 | |
| Richard Schafler | Executive Officer | 3 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional |
| Fund Types | Private Equity |
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