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| Housatonic Management Company Inc
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| CRD # | 157618 |
| SEC # | 801-74152 |
| CIK # | |
| AUM | 1,709.6 M (2026-03-23) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 415-955-9020 |
| Address | One Post Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Housatonic CF II LP | [2023-03-28] | 21.3 M | 20.8 M |
| Offered $21,256,419 · Filed 2023-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Not Applicable | ||||
| PE | Housatonic Equity Affiliates VII LP | [2022-03-24] | 33.6 M | 41.3 M |
| Offered $33,627,500 · Filed 2022-10-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Housatonic Equity Investors VII LP | [2022-03-24] | 241.4 M | 282.7 M |
| Offered $241,372,500 · Filed 2022-10-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Housatonic IV CF LP | [2022-03-24] | 209.7 M | |
| Offered $34,100,000 · Filed 2022-02-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $34,100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Housatonic Equity Affiliates VI LP | [2016-03-29] | 7.4 M | 31.2 M |
| Offered $14,475,000 · Filed 2015-08-11 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $7,075,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Housatonic Equity Investors VI LP | [2016-03-29] | 650.9 M | |
| Offered $400,000,000 · Filed 2015-02-04 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $400,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Housatonic Debt Investors LLC | [2012-02-14] | 18.4 M | |
| PE | Housatonic Equity Affiliates IV LP | [2012-02-14] | 4.3 M | |
| PE | Housatonic Equity Affiliates V LP | [2012-02-14] | 8.7 M | 10.9 M |
| Offered $8,700,000 · Filed 2010-05-04 (D) · Exemption 506, 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Housatonic Equity Investors IIA LP | [2012-02-14] | 1.8 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 13 | 1,709.6 |
| (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 | 13 | 1,709.6 |
| By Discretionary | ||
| Discretionary | 13 | 1,709.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,709.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,709.6 | |
| Total | 13 | 1,709.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Hilderbrand | Director, Promoter | 16 | 2 | |
| William Thorndike Jr | Promoter | 12 | 2 | |
| Barry Reynolds | Director, Promoter | 11 | 2 | |
| Joseph Niehaus | Director, Promoter | 8 | 1 | |
| Jill Raimondi | Director, Promoter | 8 | 1 | |
| Housatonic Equity Partners VII LLC | Director | 2 | 1 | |
| Housatonic Equity Partners VI LLC | Promoter | 2 | 1 | |
| Housatonic Equity Partners LLC | Promoter | 1 | 1 | |
| Housatonic CF II GP LLC | Director | 1 | 1 | |
| Housatonic Equity Partners V LLC | Promoter | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional |
| Fund Types | Private Equity |
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