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| Happy Holidays!! thanks for using AUM13F!! |
| Fitzwalter Capital US LLC
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| CRD # | 311629 |
| SEC # | 801-119898 |
| CIK # | |
| AUM | $3.1 B (2025-03-31) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 212-476-7746 |
| Address | 106 West 56th Street New York, NY 10019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Fitzwalter Capital Partners Coinvest II A LP | 2024-03-27 | 31.2 | |
| PE | Fitzwalter Capital Partners II LP | [2023-03-30] | 47.0 | 1,600.3 |
| PE | Fitzwalter Capital Partners Coinvest I LP | [2022-03-30] | 5.0 | 185.3 |
| PE | Fitzwalter Capital Partners I LP | [2021-04-30] | 0.0 | 1,261.8 |
| 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 | 8 | 3.1 |
| (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 | 4 | 3.1 |
| By Discretionary | ||
| Discretionary | 4 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 0.0 | |
| Total | 4 | 3.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Harris | 22 | ||
| Mark McNicholas | 3 | ||
| Fitzwalter Capital Partners GP Limited | 1 | ||
| Fitzwalter Capital Partners GP II Limited | 1 | ||
| Fitzwalter Capital Partners Coinvest GP Limited | 1 |
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|---|---|---|
|
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LA | 3.1 |
|
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MO | 3.1 |
|
Edgewater Services LLC
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IL | 3.0 |
|
Neos Partners LP
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CA | 3.0 |