Gray Ghost Management & Operations LLC

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Gray Ghost Management & Operations LLC
CRD #163417
SEC #801-78784
CIK #
AUM
Employees 7 (43% Investors, 14% Brokers)
Fees
Minimum
Phone678-365-4700
Address2200 Century Parkway
Atlanta, GA 30345
Source [IAPD] [Website]
Total AUM ($M)
806448321602009201420192025
Fees and Compensation — Form ADV Part 2A (3/9/2017) [Brochure]
Item 5       Fees and Compensation
  ADVISORY FEES AND BILLING PROCEDURES
  All fees will be deducted by GGV directly from the managed account, and will be paid to GGV from the
  amount on deposit in the account. GGV reserves the right to discount fees based on the needs and
  circumstances of clients. All of the referenced fees for these services are negotiable.
  Venture Capital Fund
  During the investment periods of its Fund, GGV received a management fee at the annual rate of
  2.75% of Committed Capital (the “Management Fee”). After the investment periods, GGV has
  received a management fee at the annual rate of 2.75% of (i) invested capital plus (ii) committed
  capital designated by the Board for ongoing Fund functions, including the follow-on capital needs of
  portfolio investments and Fund expenses (other than the Management Fee). The Management Fee is
  paid on a quarterly basis, in advance, during the term of the Fund. GGV is authorized under the
  governing documents of the Fund to charge and deduct advisory fees directly from the Fund. For its
  next Fund, the same fee criteria shall apply, except that the Management Fee rate will be 2.5%.
  In certain cirmcumstances, GGV may be entitled to receive a performance-based profit allocation,
  sometimes referred to as “carried interest” (the “Carried Interest”). An investor in a Fund will bear
  the Carried Interest, after such investor has received distributions, equal to the amount of its capital
  contributions, plus its applicable preferred return. In addition, the Carried Interest may vary across
  investors in the same Fund, based on the closing at which an investor is admitted to such Fund or on a
  minimum commitment amount (as specified in the Fund’s governing documents). At the discretion of
  GGV, the Carried Interest for an investor may be reduced, or waived, but the Carried Interest will
  generally equal 20%. Please refer to Item 6 for more information about fees based on performance.
  Investment Management Services
  GGV will assess clients in its managed account program a quarterly management fee to be paid in
  advance on a quarterly basis consisting of reimbursed costs of GGV as part of an agreed upon
  consolidated annual budget. This shall be agreed upon by GGV and client(s) based on GGV’s projected
  actual cost of managing client(s) account which is submitted to the client(s) board for advanced
  approval on an annual basis. This shall be subject to year-end reconciliations to ensure that the
  projected cost of managing the client(s) account does not exceed the actual cost.
  Management Fees are deducted from Investor’s capital accounts quarterly in arrears. Payment of
  portfolio management fees are made directly from the client account by the custodian provided that
  the following requirements are met:
     The client provides written authorization permitting the fees to be paid directly from the client’s
      account held by the custodian. The Firm does not have access to client funds for payment of fees
      without client consent in writing. Under certain circumstances and upon request by the client, a
      direct bill/invoice will be sent to the client.

     The custodian agrees to provide the client a monthly statement indicating all amounts dispersed
      from the account including the amount of the advisory fee paid directly to the Firm.
      GGV RESERVES THE RIGHT TO DISCOUNT FEES BASED ON THE NEEDS AND CIRCUMSTANCES OF CLIENTS. ALL OF THE
      ABOVE-REFERENCED FEES ARE NEGOTIABLE.

  OTHER FEES AND EXPENSES
  The Fund bears the normal operating expenses of the Fund. Such normal operating expenses include
  but are not limited to, the Management Fees, investment-related expenses, custodial fees, interest
  expenses, bookkeeping services and equipment, and expenses incurred in investigating and
  evaluating investment opportunities and in managing investments of the Fund, expenses relating to
  consultants, brokers or other professionals or advisors who provide research, advice or due diligence
  services with regard to investments, appraisal fees and expenses and investment banking expenses);
  legal expenses (including, without limitation, the costs of on-going legal advice and services, blue sky
  filings and all costs and expenses related to or incurred in connection with GGV’s compliance
  obligations under applicable federal and/or state securities and investment adviser laws arising out
  of its relationship to the Fund, as well as extraordinary legal expenses); accounting fees and audit
  expenses; administrative fees; tax preparation expenses and any applicable tax liabilities (including
  transfer taxes and withholding taxes); other governmental charges or fees payable by the Fund;
  director and officer and/or errors and omissions liability insurance premiums or fiduciary liability
  insurance premiums for directors, officers and personnel of GGV; costs of printing and mailing reports
  and notices; and other similar expenses related to the Fund, as GGV determines in its sole discretion.
  GGV normally bears most of the costs of providing research and management services to Funds and
  other clients, including the costs of office space, equipment, supplies and utilities and staff salaries
  and benefits, except as negotiated on a case-by-case basis. To the extent that expenses are borne by a
  Fund are paid by GGV, the Fund may reimburse GGV for such expenses.
  TERMINATION /REFUND POLICY
  GGV’s services may be terminated at any time by prior written notice to GGV delivered within a
  reasonable period of time prior to such termination. In the event of termination of a Limited Partner’s
  or Shareholder’s interest in the Fund, fees will be refunded and assessed in accordance with a Fund’s
  Memorandum.
  A client account may be cancelled in accordance with the terms and conditions of the advisory
  agreement.
  OTHER COMPENSATION
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/9/2017) [Brochure]
Item 7      Types of Clients
  GGV provides investment advice to social impact venture capital funds and may provide investment
  management services to select entities pursuing social impact investment programs.
Type Form D Funds Date Sold AUM
VC Gray Ghost Emerging Markets Fund III LP 2014-03-31 0.0 M
VC Gray Ghost DOEN Social Ventures Coperatief UA 2012-03-30 64.4 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 0 0.0
(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 2 64.4
By Discretionary
Discretionary 1 64.4
Non-Discretionary 1 0.0
Total 2 64.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 64.4
Total 2 64.4
Firm Profile (Form ADV)
ServesInstitutional, Retail
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