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⚲
|
| Housatonic Management Company Inc
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| |
|---|---|
| CRD # | 157618 |
| SEC # | 801-74152 |
| CIK # | |
| AUM | $1.4 BB (2024-03-26) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 415-955-9020 |
| Address | One Post Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Housatonic CF II LP | [2023-03-28] | 21.3 | 21.1 |
| PE | Housatonic Equity Affiliates VII LP | [2022-03-24] | 33.6 | 34.9 |
| PE | Housatonic Equity Investors VII LP | [2022-03-24] | 241.4 | 247.0 |
| PE | Housatonic IV CF LP | [2022-03-24] | 0.0 | 74.0 |
| PE | Housatonic Equity Affiliates VI LP | [2016-03-29] | 7.4 | 27.8 |
| PE | Housatonic Equity Investors VI LP | [2016-03-29] | 0.0 | 579.8 |
| PE | Housatonic Debt Investors LLC | [2012-02-14] | 18.4 | |
| PE | Housatonic Equity Affiliates IV LP | [2012-02-14] | 4.7 | |
| PE | Housatonic Equity Affiliates V LP | [2012-02-14] | 8.7 | 8.2 |
| PE | Housatonic Equity Investors IIA LP | [2012-02-14] | 1.8 | |
| View All | ||||
| 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 | 13 | 1,368.5 |
| (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 | 13 | 1,368.5 |
| By Discretionary | ||
| Discretionary | 13 | 1,368.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,368.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,368.5 | |
| Total | 13 | 1,368.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Mark Hilderbrand | 16 | |||
| William Thorndike Jr | 11 | |||
| Barry Reynolds | 11 | |||
| Jill Raimondi | 8 | |||
| Joseph Niehaus | 8 | |||
| Housatonic Equity Partners VII LLC | 2 | |||
| Housatonic Equity Partners VI LLC | 2 | |||
| Housatonic IV Cf GP LLC | 1 | |||
| Housatonic Equity Partners V LLC | 1 | |||
| Housatonic CF II GP LLC | 1 | |||
| View All | ||||
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|---|---|---|
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✚
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TX | 1.4 |
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NJ | 1.4 |
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Juniper Capital Advisors LP
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TX | 1.4 |
|
Lorient Capital Management LLC
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FL | 1.4 |
|
Whistler Capital Partners LLC
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|
TN | 1.4 |