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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

PREMIS CAPITAL PARTNERS, INC.

CRD 106039

FT. LAUDERDALE, FL

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Search this name across graphsid dfx:ria:04b3f366-d760-3a1b-9b71-e57e4a5216dd

Data as of Jun 23, 2015 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Jun 23, 2015
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Premis Capital Partners, Inc.

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.3MItem 5.F on the latest filing (2015-06-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $1.3Mgross asset value as reported per fund; never fund size
SEC number: 801-46059
CRD: 106039
Filings on the tape: 17
First filed: Mar 30, 2012
Latest filed: Jun 23, 2015
Organised: Corporation, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PREMIS GLOBAL VALUE FUND	Private Equity Fund	$1.3M	Jun 23, 2015	0	Mar 13, 2015	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOLT, RONALD, WAYNE	Shareholder	E	yes	09/2014	Mar 30, 2012	Jun 23, 2015
HOLT, RONALD, WAYNE	PRESIDENT/CEO/DIRECTOR/TREASURER/CHIEF INVESTMENT OFFICER	Na	yes	07/2014	Mar 30, 2012	Jun 23, 2015
PREMIS HOLDING, INC.	Parent	E	yes	04/1999	Sep 30, 2014	Jun 23, 2015
DAVIS, JESSICA, ANTONETTE	CHIEF ADMINISTRATIVE OFFICER/CHIEF COMPLIANCE OFFICER	Na	no	09/2014	Sep 30, 2014	Jun 23, 2015

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 30, 2015	$0	$0	5	2	n/a	1	$0
2013	Mar 31, 2014	$4.3B	$4.3B	36	9	n/a	n/a	n/a
2012	Mar 21, 2013	$5.3B	$5.3B	48	15	n/a	n/a	n/a
2011	Mar 30, 2012	$6.5B	$6.5B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$1.3M	$4.3B	-100.0%	$6.5B	-94.2%	5	36	n/a	n/a

Relationships

Advises (1)

→ PREMIS GLOBAL VALUE FUNDPrivate fundPrivate Equity Fund, IA
Mar 13, 2015 to presentfactForm ADV

Controls (2)

← HOLT, RONALD, WAYNEOwnerSHAREHOLDER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← PREMIS HOLDING, INC.OwnerPARENT, ownership code E, domestic entity
Sep 30, 2014 to presentfactForm ADV

Owns (1)

← DAVIS, JESSICA, ANTONETTEOwnerCHIEF ADMINISTRATIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 30, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04b3f366-d760-3a1b-9b71-e57e4a5216dd
First observed: Mar 30, 2012
Last observed: Jun 23, 2015 136 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PREMIS CAPITAL PARTNERS, INC.

CRD 106039

FT. LAUDERDALE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04b3f366-d760-3a1b-9b71-e57e4a5216dd

Data as of Jun 23, 2015 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:38 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PREMIS GLOBAL VALUE FUND

Private Equity Fund

$1.3M

Jun 23, 2015

Mar 13, 2015

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOLT, RONALD, WAYNE

Shareholder

yes

09/2014

Mar 30, 2012

Jun 23, 2015

HOLT, RONALD, WAYNE

PRESIDENT/CEO/DIRECTOR/TREASURER/CHIEF INVESTMENT OFFICER

yes

07/2014

Mar 30, 2012

Jun 23, 2015

PREMIS HOLDING, INC.

Parent

yes

04/1999

Sep 30, 2014

Jun 23, 2015

DAVIS, JESSICA, ANTONETTE

CHIEF ADMINISTRATIVE OFFICER/CHIEF COMPLIANCE OFFICER

09/2014

Sep 30, 2014

Jun 23, 2015

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 30, 2015

n/a

2013

Mar 31, 2014

$4.3B

n/a

2012

Mar 21, 2013

$5.3B

n/a

2011

Mar 30, 2012

$6.5B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$1.3M

$4.3B

-100.0%

$6.5B

-94.2%

n/a