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⚲
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| Riata Capital Group LLC
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| |
|---|---|
| CRD # | 289948 |
| SEC # | 801-119145 |
| CIK # | |
| AUM | $803.6 MM (2024-03-06) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 214-740-3600 |
| Address | 4550 Travis Street Dallas, TX 75205 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Riata SR Co-Investment Partnership LP | 2023-03-28 | 5.6 | |
| PE | RCG Equity Fund II-A LP | [2022-03-31] | 40.9 | 22.3 |
| PE | RCG Equity Fund II LP | [2022-03-31] | 163.9 | 150.8 |
| PE | RCG Equity Fund II REI LP | [2022-03-31] | 51.5 | 56.4 |
| PE | Riata AEG SPV LP | [2022-03-31] | 0.0 | 261.6 |
| PE | Riata Greenix Co-Investment Partnership III LP | [2022-03-31] | 5.0 | 11.2 |
| PE | Riata Greenix Co-Investment Partnership II LP | [2022-03-31] | 20.0 | 44.7 |
| PE | Riata Greenix Co-Investment Partnership LP | [2021-03-31] | 0.8 | 99.0 |
| PE | Riata WSS III LP | 2021-03-31 | 0.7 | |
| PE | Riata Hypro III LP | 2020-03-27 | 11.5 | |
| 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 | 17 | 803.6 |
| (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 | 17 | 803.6 |
| By Discretionary | ||
| Discretionary | 17 | 803.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 803.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 803.6 | |
| Total | 17 | 803.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Blake Battaglia | 16 | ||
| Jeff Fronterhouse | 30 | ||
| Frank Fletcher | 8 | ||
| Michael Freeman | 7 | ||
| F Barron Fletcher III | 4 | ||
| David Cofrin | 2 | ||
| Delaware Limited Liability Company Riata Capital Group LLC | 1 | ||
| Delaware Limited Partnership Riata Wss GP LP | 1 |
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|---|---|---|
|
Fin Venture Capital Management LLC
✚
|
CA | 0.8 |
|
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CA | 0.8 |
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MN | 0.8 |
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Backcast Partners Management LLC
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NY | 0.8 |
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CI Capital Partners LLC
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NY | 0.8 |
|
Vesey Street Capital Partners LLC
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NY | 0.8 |
|
Harren Equity Partners LLC
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VA | 0.8 |
|
Crossplane Capital Management LP
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TX | 0.8 |
|
RiverGlade Capital Management LP
✚
|
IL | 0.8 |