Porchlight Equity Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Porchlight Equity Management LLC
CRD #162662
SEC #801-107583
CIK #
AUM
Employees 6 (100% Investors, 0% Brokers)
Fees
Minimum
Phone781-992-5600
Address20 William Street
Wellesley, MA 02481
Source [IAPD] [Website]
Total AUM ($M)
170136102683402011201620212026
Fees and Compensation — Form ADV Part 2A (3/30/2018) [Brochure]
Item 5 – Fees and Compensation

Porchlight’s fee and remuneration arrangements may vary among Funds. The specific terms of such
arrangements are set forth in each Fund’s Documents and are generally not varied thereafter.

Management Fees

In exchange for the investment management and administrative services it provides to the Funds,
Porchlight typically assesses a management fee from each Fund. Different Porchlight Funds may have
different fee arrangements.

Porchlight’s existing Single Purpose Funds do not charge a management fee to their investors, but certain
Single Purpose Funds may receive a management fee from the portfolio company in which such Fund is
invested. In such cases, the management fees are a fixed dollar value specified in the Fund’s Documents
and are billed quarterly to the portfolio company in which such Fund is invested.

Porchlight’s Pooled Investment Funds initially charge an annual management fee of 2.5% of such Fund’s
committed capital. Between the sixth and tenth years following such Fund’s commencement date, the
management fee is equal to the management fee with respect to the immediately preceding twelve month
period reduced by 10% of the management fee payable with respect to the immediately preceding twelve
month period. If the term of such Fund is extended beyond the tenth anniversary of the commencement
date, the annual management fee is equal to the lesser of (i) 1% of the committed capital of the Fund or (ii)
2.5% of the net asset value as of the Fund as of the first date of the fiscal year during which the term is
extended. For Porchlight’s Pooled Investment Funds, management fees are generally billed quarterly to
each such Fund or its General Partner and paid by such Fund or its General Partner from the Fund’s assets.

The Funds generally invest on a long-term basis. Accordingly, investment advisory and other fees are
expected to be paid, except as otherwise described in each Fund’s Documents, over the terms of the Funds,
and investors generally are not permitted to withdraw or redeem interests in the Funds. The below provides
a general summary of Porchlight’s fees and remuneration.

Performance-Based Compensation

Porchlight affiliates which serve as general partners or managing members have entered into performance‐
based compensation arrangements with certain of its Funds. Such fees entitle Porchlight to a share of the
capital appreciation of such Fund’s assets, or “carried interest,” and are contingent on achieving certain
investment performance hurdles. Performance fees vary by Fund and are set forth in the Documents. Please
refer to Item 6 – Performance Fees and Side-by-Side Management.

Portfolio Company Fees

Porchlight and its employees may serve on boards of directors and perform advisory, transaction-related,
and other services. Subject to each Fund’s Documents, Porchlight receives remuneration for these services
and the remuneration typically includes portfolio company monitoring fees and advisory fees paid by the
portfolio company. Other potential fees may include director fees, break-up fees or other fees from
portfolio companies and prospective portfolio companies of the Funds. For its Pooled Investment Funds,
management fees paid by the Funds are generally offset, or reduced, by a portion of such fees as set forth in
such Fund’s Documents.

Consistent with the applicable Funds’ Documents, Porchlight may incur certain expenses (including travel
expenses, lodging, and other direct expenses), and a portfolio company may reimburse Porchlight for those

AM 57465758.12                                       5

expenses incurred in connection with its performance of services for a portfolio company, and such
reimbursements are not subject to the offset provision described above.

Other Fees and Expenses

As provided in each Fund’s Documents, Porchlight will pay out of its management fees all normal
overhead expenses, including compensation for its employees, rent, utilities and other such expenses. Each
Fund will bear certain other fees, expenses and costs related to the Funds such as legal, consulting,
accounting and auditing expenses; taxes or filing fees; expenses related to limited partner reporting and
meetings; insurance, indemnity or litigation expenses related to the Fund’s activities; investment banking,
consulting and other professional fees related to acquisition or sale of the Fund’s assets that are not paid by
portfolio companies, including broken deal expenses for transactions not consummated.
Type Form D Funds Date Sold AUM
PE HCF RENS LLC [2017-03-30] 11.5 M 19.0 M
Offered $11,487,500 · Filed 2016-08-12 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose
VC HCF Silk LLC 2016-03-29 1.8 M
VC HCF Paintnite LLC 2016-03-10 13.1 M
VC Highland Consumer Entrepreneurs' Fund I Limited Partnership [2012-03-29] 3.7 M
VC Highland Consumer Fund I-B Limited Partnership [2012-03-29] 21.1 M
VC Highland Consumer Fund I Limited Partnership [2012-03-29] 97.1 M
AUM Breakdown Accounts AUM ($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 6 155.8
(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 6 155.8
By Discretionary
Discretionary 6 155.8
Non-Discretionary 0 0.0
Total 6 155.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 155.8
Total 6 155.8
Form D Directors Role # Filings # Firms 2011 - 2026
Peter Cornetta Executive Officer 4 2
Jack Vanwoerkom Executive Officer 3 2
Highland Consumer Partners Management Company LLC Executive Officer 2 2
David Krauser Executive Officer 2 2
Firm Profile (Form ADV)
Clients6
ServesInstitutional
Fund TypesPrivate Equity
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com