Seward Capital 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
Seward Capital LLC
CRD #313099
SEC #801-120864
CIK #
AUM
Employees 7 (86% Investors, 0% Brokers)
Fees
Minimum
Phone704-285-6500
Address307 W Tremont Ave
Charlotte, NC 28203
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
907254361802009201420192025
Fees and Compensation — Form ADV Part 2A (3/19/2021) [Brochure]
Item 5.         Fees and Compensation

This section contains a summary of the fees received by Seward Capital and/or its affiliates for
management of the REOS Compartment, as well as a summary of expenses payable by the REOS
Compartment, and fees received for the Baikal Program.

FFF Fund I SCSp SICAV-RAIF

    (a) Management Fee6

Seward Capital is entitled to receive, payable out of the assets attributable to the REOS
Compartment on a quarterly basis, a management fee (“Management Fee”) calculated and paid
in accordance with the provisions of the Advisory Agreement.
Seward Capital shall issue intermediary invoices for the Management Fee for each reporting
quarter in an amount not exceeding 80% of the Management Fee accrued per quarter based on
the last available Net Asset Value of the REOS Compartment Units and a final adjustment of the
management fee shall be made based on the Net Asset Value of the REOS Compartment Units
for the relevant reporting quarter.

    (b) Incentive Allocation 7

Carried Interest shall be paid to Seward Capital at the conclusion of each Fiscal Year. The amount
paid is based upon the class of REOS Compartment Fund Unit, calculated and paid in accordance
with the provisions on the Advisory Agreement.

Carried Interest may, at the General Partner’s sole and absolute discretion, be distributed in the
form of partnership interests (“Incentive Allocation”).

  Terms used and not otherwise defined shall have the meanings ascribed to them in [the REOS Compartment
Supplement 5 to the FFF Fund I SCSp SICAV-RAIF Confidential Private Placement Memorandum (the “Offering
Memorandum”) and [Investment Management Agreement].

  Terms used and not otherwise defined shall have the meanings ascribed to them in [the REOS Compartment
Supplement 5 to the FFF Fund I SCSp SICAV-RAIF Confidential Private Placement Memorandum (the “Offering
Memorandum”) and [Investment Management Agreement].

   (c) Fund Expenses

The REOS Compartment shall bear its own start-up, offering and organizational expenses, such as
the cost of preparing the agreements and other documentation, and the expenses incurred in
offering and selling Interests, and other legal, accounting, and administrative expenses related
thereto.

On an ongoing basis, the REOS Compartment will bear all such costs and expenses that the
General Partner and Seward Capital reasonably determine to be necessary, appropriate, advisable,
or convenient for the conduct of the business of the REOS Compartment, including, without
limitation:

   •   its ongoing transaction (e.g., brokerage commissions and custody expenses), due diligence,
       technology, administrative, legal, financial statement and tax preparation, audit, and
       accounting expenses, the fees, costs, and expenses of the administrator, and any expenses
       for services that the investors require the General Partner and/or Seward Capital to obtain;

   •   any taxes that, in the opinion of Seward Capital and the General Partner, the REOS
       Compartment is required to pay;

   •   all costs and expenses relating to the REOS Compartment’s indemnification and
       exculpation obligations;

   •   printing and mailing costs;

   •   insurance expenses incurred by the REOS Compartment (including, for the avoidance of
       doubt, errors and omissions, insurance (or comparable coverage)) for Seward Capital and
       General Partner; provided, that the REOS Compartment is a primary beneficiary of each
       such policy;

   •   any extraordinary expenses (including litigation costs and expenses);

   •   subscriptions for information and research services used for the management of the REOS
       Compartment; and

   •   all other costs related to the REOS Compartment’s investment activities (including “broken
       deal” costs and all other costs and expenses related to unconsummated investment
       opportunities).

The General Partner and Seward Capital will be reimbursed for any such expenses they bear on
the REOS Compartment’s behalf as soon as reasonably practicable. The REOS Compartment will

also pay the fees and expenses of the REOS Compartment’s Administration Agent 8, Depositary,
Paying Agent 9, Registrar and Transfer Agent 10, Domiciliary Agent 11, Legal Advisor as to
Luxembourg Law 12, Legal Advisor to US investment matters 13, and Prime Broker 14.

The Baikal Program

    (a) Management Fee

CN Fund Advisors LLC charges a management fee, which is either a flat fee or a percentage of
the capital committed to a Private Equity Partnership (which equates to 1-2% of each of the
limited partners’ capital committed) during the commitment period as provided for each fund
investment by a Private Equity Partnership, payable annually in arrears.

    (b) Incentive Allocation

Seward Capital LLC may on occasion receive an incentive fee for equity participation in a
potential investment in an underlying fund.

  CF Fund Services SA

  UBS Europe SE, Luxembourg Branch

   CF Fund Services SA

   Maprima Luxembourg SA

   Hogan Lovells (Luxembourg) LLP

   McGuireWoods LLP

   UBS
Account Minimums and Types of Clients — Form ADV Part 2A (3/19/2021) [Brochure]
Item 7.          Types of Clients

FFF Fund I SCSp SICAV-RAIF

Seward Capital provides investment advisory services to the REOS Compartment. Investment
advice is provided directly to the REOS Compartment of the Fund (and not individually to
investors in the REOS Compartment).
Each investor must be an Eligible Investor having executed a Subscription Agreement. Eligible
Investor means only investors qualifying as Well-Informed Investors 16 can be admitted to the
Partnership, provided that, in the reasonable opinion of the General Partner in accordance with
any Applicable Laws 17, their participation: (i) would not be detrimental to the interests of the
existing Partners, or of the Partnership should such participation result in a breach of any law, or
regulation, whether of the Grand-Duchy of Luxembourg or otherwise, or (ii) would not expose
the Partnership to tax disadvantages, fines or penalties to which it would not have otherwise been
exposed to.
The offering of the REOS Compartment Units is restricted to Well-Informed Investors.
The conditions set forth above are not applicable to the General Partner, and other Persons who
intervene in the management of the Partnership, including employees, if any, of the General
Partner.
The minimum subscription is $200,000.00 for initial investments in the REOS Compartment.

The Baikal Program

Generally, an opportunity to invest into a private equity fund through a Private Equity
Partnership are offered exclusively to individuals who qualify as “accredited investors” under
Regulation D promulgated under the Securities Act of 1933, as amended (the “1933 Act”),
and/or “qualified purchasers” as defined under Section 2(a)(51) of the Investment Company Act
and/or may be limited to being owned by not more than 100 beneficial owners, as calculated
under the Investment Company Act of 1940, as amended (the “Investment Company Act”).
Therefore, there is no required to register as investment companies with the SEC in accordance
with an applicable exception or exemption under the Investment Company Act, including the

   Means a well-informed investor within the meaning of the RAIF Law (the Luxembourg Law on Reserved
Alternative Investment Funds dated 23 July 2016),

   Means all applicable laws, regulations, circulars and other binding rules and guidelines applicable to the
Partnership or the AIFM, as the case may be.

exemptions set forth in Sections 3(c)(1) and/or 3(c)(7). Investment strategies and guidelines of
the private equity funds, in which a Private Equity Partnership invests, are not tailored to the
individualized needs of any particular investor. The limited partners of a Private Equity
Partnership cannot impose restrictions on the types of securities in which such private equity
fund may invest.
Type Form D Funds Date Sold AUM
Other FFF Fund I SCSP SICAV-RAIF 2021-03-19 70.0 M
HF Kodiak Restructured Illiquid Debt and Securities Fund I LP 2019-03-13
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 9 85.0
(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 9 85.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 9 85.0
Total 9 85.0
By Non-United States Persons
Non-United States Persons 70.0
United States Persons 15.0
Total 9 85.0
Firm Profile (Form ADV)
ServesInstitutional, Retail
Fund TypesHedge Fund
LEI5493006POKM4ZLMN6EI5
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com