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⚲
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| Harren Equity Partners LLC
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|
|
|---|---|
| CRD # | 158494 |
| SEC # | 801-74107 |
| CIK # | |
| AUM | $764.9 MM (2023-03-30) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 434-245-5800 |
| Address | The Gleason Building Charlottesville, VA 22902-5662 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Harren IV Coinvest LLC | 2023-03-30 | 0.6 | |
| PE | Harren Investors IV LP | [2022-03-31] | 94.0 | 32.2 |
| PE | Harren III Coinvest LLC | 2016-03-30 | 27.7 | |
| PE | Harren Investors III LP | [2014-03-28] | 0.0 | 537.4 |
| PE | Harren II Coinvest LLC | 2013-03-28 | 0.3 | |
| PE | Harren Energy Fishing Investors LLC | 2012-02-14 | 0.5 | |
| PE | Harren Huskie Investors LLC | 2012-02-14 | 0.5 | |
| PE | Harren Investors II-B LP | [2012-02-14] | 1.7 | |
| PE | Harren Investors II LP | 2012-02-14 | 4.4 | |
| PE | Harren Keystone Investors LLC | 2012-02-14 | 0.3 | |
| PE | Harren Marianna Investors LLC | 2012-02-14 | 1.2 | |
| PE | Harren Pro Directional Investors LLC | 2012-02-14 | 0.0 | |
| PE | Harren Simplyshe Investors LLC | 2012-02-14 | 0.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 764.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 764.9 |
| By Discretionary | ||
| Discretionary | 7 | 764.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 764.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 764.9 | |
| Total | 7 | 764.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| George McCabe | 7 | ||
| Thomas Carver | 6 | ||
| Jonathan Earnhardt | 4 | ||
| C Carter | 3 | ||
| George Urban | 3 | ||
| C Cole Jr | 2 | ||
| Lee Monahan | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Summit Peak Investments LLC
✚
|
TX | 0.8 |
|
Ironwood Capital Advisors LLC
✚
|
CT | 0.8 |
|
Dominus Capital Management LP
✚
|
NY | 0.8 |
|
Alterna Capital Partners LLC
✚
|
NH | 0.8 |
|
BlackRock Asset Management Schweiz AG
✚
|
0.8 | |
|
Hidden Harbor Capital Management LP
✚
|
FL | 0.8 |
|
GEC Advisors LLC
✚
|
TX | 0.8 |
|
Baird Capital Management Company LLC
✚
|
WI | 0.8 |
|
Prostar Capital US LLC
✚
|
CT | 0.8 |
|
1543 Capital LP
✚
|
CT | 0.8 |