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CRD 106226
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| STINSON CAPITAL PARTNERS C, L.P. | Other Private Fund | $81.3M | Jan 10, 2014 | 2 | Mar 29, 2012 | dropped | n/a |
| STINSON CAPITAL PARTNERS L, L.P. | Other Private Fund | $76.1M | Jan 22, 2013 | 2 | Mar 29, 2012 | dropped | n/a |
| MONTGOMERY STREET HOTEL GDM, L.P. | Private Equity Fund | $54.8M | Mar 30, 2019 | 11 | Mar 30, 2016 | reported | 021-238165 |
| BLUM STRATEGIC PARTNERS IV, L.P. | Private Equity Fund | $36.3M | Mar 30, 2020 | 25 | Mar 29, 2012 | reported | 021-111861 |
| STINSON CAPITAL PARTNERS (QP), L.P. | Other Private Fund | $33.5M | Jan 22, 2013 | 9 | Mar 29, 2012 | dropped | 021-54442 |
| BLUM STRATEGIC PARTNERS III, L.P. | Private Equity Fund | $30.3M | Mar 30, 2020 | 7 | Mar 29, 2012 | reported | 021-77769 |
| STINSON CAPITAL PARTNERS, L.P. | Hedge Fund | $12.2M | Jan 10, 2014 | 16 | Mar 29, 2012 | dropped | 021-44806 |
| BLUM STRATEGIC HOLDINGS, L.P. | Private Equity Fund | $8.6M | Oct 23, 2015 | 10 | Mar 28, 2013 | dropped | n/a |
| BLUM STRATEGIC PARTNERS II, L.P. | Private Equity Fund | $7.8M | Jan 17, 2019 | 65 | Mar 29, 2012 | dropped | 021-9999999999 |
| BCP AIV AAM, L.P. | Other Private Fund | $3.0M | Mar 30, 2020 | 4 | Mar 29, 2012 | reported | 021-152106 |
| BLUM STRATEGIC PARTNERS, L.P. | Private Equity Fund | $1.3M | Jan 10, 2014 | 53 | Mar 29, 2012 | dropped | 021-43091 |
| BK CAPITAL PARTNERS IV, L.P. | Hedge Fund | $1.1M | Jan 10, 2014 | 12 | Mar 29, 2012 | dropped | 021-9999999999 |
| BLUM STRATEGIC PARTNERS V, L.P. | Private Equity Fund | $817,317 | Mar 30, 2020 | 14 | Mar 30, 2016 | reported | 021-247440 |
| BLUM STRATEGIC EQUITY III, L.L.C. | Private Equity Fund | $443,063 | Mar 30, 2020 | 25 | Mar 29, 2012 | reported | n/a |
| BLUM STRATEGIC EQUITY IV, L.L.C. | Private Equity Fund | $166,431 | Mar 30, 2020 | 24 | Mar 29, 2012 | reported | n/a |
| BLUM STRATEGIC EQUITY, L.L.C. | Private Equity Fund | $49,308 | Jan 10, 2014 | 33 | Mar 29, 2012 | dropped | n/a |
| BLUM STRATEGIC EQUITY II, L.L.C. | Private Equity Fund | $44,922 | Jan 17, 2019 | 27 | Mar 29, 2012 | dropped | n/a |
| BLUM (K*TEC) CO-INVESTMENT PARTNERS, L.P. | Other Private Fund | $3,789 | Jan 10, 2014 | 3 | Mar 29, 2012 | dropped | 021-9999999999 |
| BLUM STRATEGIC PARTNERS II GMBH KG | Private Equity Fund | $1,563 | Jan 17, 2019 | 4 | Mar 29, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLUM, RICHARD, CHARLES | Chairman | E | yes | 05/1985 | Mar 29, 2012 | Mar 30, 2020 |
| BLUM, RICHARD, CHARLES | Chairman | E | yes | 07/1994 | Mar 29, 2012 | Mar 30, 2020 |
| MIMS, VERETT, ANN | CHIEF FINANCIAL OFFICER, MANAGING PARTNER | Na | yes | 03/2020 | Mar 30, 2020 | Mar 30, 2020 |
| MOSHKOUNIAN, LUSINE | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2018 | Jan 17, 2019 | Mar 30, 2020 |
| RICHARD C. BLUM AND ASSOCIATES, INC. | GENERAL PARTNER OF REGISTRANT | Na | yes | 07/1994 | Mar 29, 2012 | Mar 30, 2020 |
| WESTLEY, PETER, MILES | MANAGING PARTNER | Na | yes | 12/2017 | Jul 12, 2012 | Mar 30, 2020 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BCP AIV GP X LTD. | n/a | n/a | n/a | N | yes | n/a |
| BCP AIV GP X, LP | n/a | n/a | n/a | N | yes | n/a |
| BCP V AIV GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| BCP V AIV GP, LTD. | n/a | n/a | n/a | N | yes | n/a |
| BLUM INVESTMENT PARTNERS, INC. | n/a | n/a | n/a | N | yes | n/a |
| BLUM STRATEGIC GP III, L.P. | n/a | n/a | n/a | N | yes | n/a |
| BLUM STRATEGIC GP III, LLC | n/a | n/a | n/a | N | yes | n/a |
| BLUM STRATEGIC GP IV, L.P. | n/a | n/a | n/a | N | yes | n/a |
| BLUM STRATEGIC GP IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| BLUM STRATEGIC GP V, L.P. | n/a | n/a | n/a | N | yes | n/a |
| BLUM STRATEGIC GP V, LLC | n/a | n/a | n/a | N | yes | n/a |
| BMC III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CO-INVEST MRE III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| MONTGOMERY STREET HOTEL GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| PETER MILES WESTLEY | n/a | n/a | n/a | Y | no | n/a |
| RICHARD C. BLUM AND ASSOCIATES, INC. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Washington | Dc | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2019 | Mar 30, 2020 | $70.7M | $70.7M | 12 | 3 | 1 | 6 | $71.0M |
| 2018 | Mar 30, 2019 | $113M | $113M | 15 | 4 | 1 | 7 | $113M |
| 2017 | Mar 30, 2018 | $348M | $348M | 19 | 5 | 1 | 10 | $348M |
| 2016 | Mar 31, 2017 | $312M | $312M | 22 | 9 | n/a | 10 | $312M |
| 2015 | Mar 30, 2016 | $412M | $412M | 18 | 7 | n/a | 10 | $412M |
| 2014 | Mar 30, 2015 | $822M | $822M | 19 | 7 | n/a | 9 | $958M |
| 2013 | Mar 26, 2014 | $1.1B | $1.1B | 19 | 5 | n/a | 9 | $1.0B |
| 2012 | Mar 28, 2013 | $1.2B | $1.2B | 21 | 6 | n/a | 15 | $1.3B |
| 2011 | Mar 29, 2012 | $2.0B | $2.0B | n/a | n/a | n/a | 16 | $1.9B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2019 | $70.7M | $113M | -37.2% | $312M | -39.0% | 12 | 15 | 1 | 1 |