Weld North Advisers LLC

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Assets, Funds, Holdings

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Weld North Advisers LLC
CRD #167551
SEC #801-78272
CIK #
AUM
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone203-413-5170
Address140 Greenwich Avenue
Greenwich, CT 06830-6556
Source [IAPD] [Website]
Total AUM ($M)
50040030020010002009201420192025
Fees and Compensation — Form ADV Part 2A (3/22/2019) [Brochure]
Item 5 - FEES AND COMPENSATION

Adviser’s Compensation

An affiliate of the Adviser receives a carried interest from Holdings equal to 20% of its profits. In addition,
the Adviser will be entitled to a nominal fixed advisory fee annually. Holdings pays the carried interest to
the Adviser’s affiliate as a distribution of proceeds from its investments, as and when such proceeds are
realized. As the principal owner of Holdings, KKR 2006 has had the ability to negotiate the fees that will be
paid to the Adviser.

Other Fees and Expenses

Holdings incurs its own operating expenses, which may include legal, auditing, consulting, financing,
accounting, and other professional fees and expenses; expenses associated with financial statements and
tax returns; insurance; any taxes, fees, or other governmental charges; and other expenses associated
with the acquisition, holding, and disposition of its investments including non-investment advisory
management fees payable to the parent company of Adviser, Weld North LLC, pursuant to a separate
services agreement with Holdings.
Type Form D Funds Date Sold AUM
PE Weld North Holdings LLC 2013-11-22 1.7 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 1 1.7
(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 1 1.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 1.7
Total 1 1.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.7
Total 1 1.7
Firm Profile (Form ADV)
Clients1
ServesInstitutional
Fund TypesPrivate Equity
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