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Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

PAUL CAPITAL

3000 MANAGEMENT, INC., CRD 121168

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:6f1807f1-4b35-335b-78b3-dad73bfee6e6

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 44
Dated events: 2
On other graphs: 3
Observed: Mar 30, 2012 to Mar 20, 2026
25 observations

Across DFX

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

Private Equityidentity

Paul Capital

Private equity manager · cited, shared crd

Independent Sponsorsidentity

Paul Capital

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

Paul Capital

Manager with allocator commitments · cited, shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $521MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $521M
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: 9
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 7
Individual clients: 0
High net worth clients: 0
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-61603
CRD: 121168
Filings on the tape: 25
First filed: Mar 30, 2012
Latest filed: Mar 20, 2026
Organised: Corporation, CA

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 35

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PAUL CAPITAL PARTNERS IX, LP	Private Equity Fund	$512M	Mar 22, 2024	104	Mar 30, 2012	reported	021-100738
CPP INVESTMENT BOARD - PAUL CAPITAL HOLDINGS II, LP	Private Equity Fund	$71.0M	Mar 30, 2015	6	Mar 30, 2012	dropped	021-63040
PAUL CAPITAL PARTNERS VII, LP	Private Equity Fund	$56.2M	Mar 30, 2015	43	Mar 30, 2012	dropped	021-1134333
PAUL ROYALTY FUND II, LP	Private Equity Fund	$54.4M	Mar 1, 2017	109	Mar 30, 2012	dropped	021-52670
KGH INTERNATIONAL HOLDINGS III - P3D SCS	Private Equity Fund	$43.3M	Mar 1, 2017	3	Mar 30, 2012	dropped	021-9999999999
CDP INVESTMENTS PARTNERS, GP	Private Equity Fund	$33.1M	Mar 30, 2021	2	Mar 30, 2012	dropped	n/a
PAUL CAPITAL ELLIS HOLDINGS, LLC	Private Equity Fund	$27.6M	Mar 30, 2015	4	Mar 30, 2012	dropped	n/a
KGH INTERNATIONAL HOLDINGS III - BIBECA SCS	Private Equity Fund	$26.6M	Mar 1, 2017	6	Mar 30, 2012	dropped	021-999999999
CDP INVESTMENTS PARTNERS II, GP	Private Equity Fund	$20.8M	Mar 30, 2021	2	Mar 30, 2012	dropped	n/a
PAUL FRONTIER HOLDINGS, LP	Private Equity Fund	$19.8M	Mar 1, 2017	6	Mar 30, 2012	dropped	021-9999999999
PAUL CAPITAL PARTNERS VIII-C, LP	Private Equity Fund	$19.3M	Mar 22, 2024	46	Mar 30, 2012	reported	n/a
PAUL CAPITAL TOWN STREET PARTNERS LP	Private Equity Fund	$14.2M	Mar 22, 2024	2	Mar 30, 2012	reported	021-151593
PAUL CAPITAL PARTNERS X, LP	Private Equity Fund	$13.9M	Oct 7, 2016	12	Mar 27, 2013	dropped	021-179104
CPP INVESTMENT BOARD - PAUL CAPITAL HOLDINGS, LP	Private Equity Fund	$12.0M	Mar 30, 2015	4	Mar 30, 2012	dropped	021-50410
PAUL CAPITAL PARTNERS VIII-A, LP	Private Equity Fund	$10.4M	Mar 22, 2024	60	Mar 30, 2012	reported	021-64830
PAUL ASSOCIATES II, LP	Private Equity Fund	$10.2M	Mar 30, 2015	76	Mar 30, 2012	dropped	021-1139682
PAUL CAPITAL 2002-W HOLDINGS, LP	Private Equity Fund	$9.7M	Mar 30, 2015	5	Mar 30, 2012	dropped	021-53113
PAUL ROYALTY FUND, LP	Private Equity Fund	$6.4M	Jan 8, 2019	82	Mar 30, 2012	dropped	021-9999999999
PRF SLEEP HOLDINGS LLC	Private Equity Fund	$4.9M	Mar 30, 2015	6	Mar 30, 2012	dropped	021-9999999999
DUPONT/WILTON 2002-W HOLDINGS, LLC	Private Equity Fund	$3.5M	Mar 1, 2017	3	Mar 30, 2012	dropped	021-9999999999
PAUL CUTLASS HOLDINGS, LLC	Private Equity Fund	$2.9M	Mar 30, 2015	2	Mar 30, 2012	dropped	021-9999999999
PAUL CAPITAL PARTNERS VII-C, LP	Private Equity Fund	$2.4M	Mar 30, 2015	2	Mar 30, 2012	dropped	021-1160808
PAUL CAPITAL HEALTHCARE III, LP	Private Equity Fund	$2.2M	Jan 8, 2019	42	Mar 30, 2012	dropped	021-97481
PAUL CAPITAL PARTNERS VIII-B, LP	Private Equity Fund	$2.2M	Mar 22, 2024	3	Mar 30, 2012	reported	021-65141
CARDIOVASCULAR HOLDINGS, LLC	Private Equity Fund	$1.6M	Oct 7, 2016	2	Mar 30, 2012	dropped	021-9999999999

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
DE WEESE, DAVID, H	ELECTED MANAGER	F	yes	09/2004	Mar 30, 2012	Mar 22, 2024
JENSEN, PHILIP, J	ELECTED MANAGER	F	yes	09/2004	Mar 30, 2012	Mar 22, 2024
MULDERRY, DANIEL, PATRICK	ELECTED MANAGER	F	yes	01/2013	Mar 31, 2014	Mar 22, 2024
PAUL CAPITAL ADVISORS, L.L.C.	Shareholder	E	yes	09/2004	Mar 30, 2012	Mar 22, 2024
RICO, GUY	ELECTED MANAGER	F	yes	09/2004	Mar 30, 2012	Mar 22, 2024
SCHWED, RANDALL, CLAY	CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY AND DIRECTOR	Na	yes	03/2018	Mar 30, 2015	Mar 22, 2024
SCHWED, RANDALL, CLAY	ELECTED MANAGER	F	yes	10/2014	Mar 30, 2015	Mar 22, 2024
SMALL, ELAINE, LUCHAK	ELECTED MANAGER	F	yes	01/2013	Mar 31, 2014	Mar 22, 2024
WONG, DEBBIE, AU	ELECTED MANAGER	F	yes	10/2014	Feb 3, 2015	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PAUL CAPITAL ADVISORS, LLC	n/a	n/a	n/a	Y	yes	n/a
PAUL CAPITAL IX MANAGEMENT, L.P.	n/a	n/a	n/a	N	yes	n/a
PAUL CAPITAL VIII MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Paris	n/a	France	1	no
n/a	n/a	n/a	1	no

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
2025	Mar 20, 2026	$521M	$521M	9	7	3	5	n/a
2024	Mar 21, 2025	$539M	$539M	9	7	3	5	n/a
2023	Mar 22, 2024	$558M	$558M	9	7	3	5	$558M
2022	Mar 15, 2023	$695M	$695M	9	7	3	5	$695M
2021	Mar 24, 2022	$918M	$918M	9	7	3	5	$918M
2020	Mar 30, 2021	$909M	$909M	9	7	3	7	$909M
2019	Mar 23, 2020	$961M	$961M	9	7	3	7	$961M
2018	Mar 27, 2019	$990M	$990M	11	7	3	7	$990M
2017	Mar 28, 2018	$1.1B	$1.1B	13	7	3	10	$1.1B
2016	Mar 1, 2017	$1.5B	$1.5B	14	7	n/a	16	$1.5B
2015	Mar 11, 2016	$1.9B	$1.9B	14	7	n/a	19	$1.9B
2014	Mar 30, 2015	$2.5B	$2.5B	22	7	n/a	29	$2.5B
2013	Mar 31, 2014	$3.4B	$3.4B	29	20	n/a	34	$2.3B
2012	Mar 27, 2013	$3.5B	$3.5B	65	31	n/a	34	$2.6B
2011	Mar 30, 2012	$4.2B	$4.2B	n/a	n/a	n/a	32	$3.2B

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
2025	$521M	$539M	-3.4%	$695M	-9.2%	9	9	3	3

Relationships

Advises (35)

→ PAUL CAPITAL TOWN STREET PARTNERS LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ PAUL CAPITAL PARTNERS IX, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ PAUL CAPITAL PARTNERS VIII-C, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ PAUL CAPITAL PARTNERS VIII-A, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ PAUL CAPITAL PARTNERS VIII-B, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ CDP INVESTMENTS PARTNERS II, GPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2021factForm ADV
→ CDP INVESTMENTS PARTNERS, GPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2021factForm ADV
→ PAUL CAPITAL HEALTHCARE III-A, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Jan 8, 2019factForm ADV
→ PAUL ROYALTY FUND, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Jan 8, 2019factForm ADV
→ PAUL CAPITAL HEALTHCARE III, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Jan 8, 2019factForm ADV
→ KGH INTERNATIONAL HOLDINGS III - P3D SCSPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 1, 2017factForm ADV
→ PAUL FRONTIER HOLDINGS, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 1, 2017factForm ADV
→ PAUL ROYALTY ASSOCIATES II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 1, 2017factForm ADV
→ DUPONT/WILTON 2002-W HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 1, 2017factForm ADV
→ KGH INTERNATIONAL HOLDINGS III - BIBECA SCSPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 1, 2017factForm ADV
→ PAUL ROYALTY FUND II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 1, 2017factForm ADV
→ CARDIOVASCULAR HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Oct 7, 2016factForm ADV
→ PAUL CAPITAL PARTNERS X, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 27, 2013 to Oct 7, 2016factForm ADV
→ PAUL CAPITAL PARTNERS X EMERGING MARKETS, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 27, 2013 to Oct 7, 2016factForm ADV
→ PAUL CAPITAL 2002-W HOLDINGS, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ PAUL CUTLASS HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ PAUL RV HOLDINGS LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ PAUL CAPITAL ELLIS HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ PAUL CAPITAL PARTNERS VII-C, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ CPP INVESTMENT BOARD - PAUL CAPITAL HOLDINGS, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ CPP INVESTMENT BOARD - PAUL CAPITAL HOLDINGS II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ PAUL ASSOCIATES II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ PAUL CAPITAL PARTNERS VII, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ PRF SLEEP HOLDINGS LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2015factForm ADV
→ PAUL VI ASSOCIATES, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Feb 3, 2015factForm ADV
and 5 more

Controls (8)

← SMALL, ELAINE, LUCHAKOwnerELECTED MANAGER, ownership code F, individual
Mar 31, 2014 to Mar 22, 2024factForm ADV
← MULDERRY, DANIEL, PATRICKOwnerELECTED MANAGER, ownership code F, individual
Mar 31, 2014 to Mar 22, 2024factForm ADV
← SCHWED, RANDALL, CLAYOwnerELECTED MANAGER, ownership code F, individual
Mar 30, 2015 to Mar 22, 2024factForm ADV
← WONG, DEBBIE, AUOwnerELECTED MANAGER, ownership code F, individual
Feb 3, 2015 to Mar 22, 2024factForm ADV
← DE WEESE, DAVID, HOwnerELECTED MANAGER, ownership code F, individual
Mar 30, 2012 to Mar 22, 2024factForm ADV
← JENSEN, PHILIP, JOwnerELECTED MANAGER, ownership code F, individual
Mar 30, 2012 to Mar 22, 2024factForm ADV
← RICO, GUYOwnerELECTED MANAGER, ownership code F, individual
Mar 30, 2012 to Mar 22, 2024factForm ADV
← PAUL CAPITAL ADVISORS, L.L.C.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2012 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 27, 2019
Control person left
Simon Guenzl (Elected Manager) no longer on Schedule A of Paul Capital (listed 2019-01-08, absent 2019-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2019
Control person left
Brian Sullivan (Elected Manager) no longer on Schedule A of Paul Capital (listed 2019-01-08, absent 2019-03-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f1807f1-4b35-335b-78b3-dad73bfee6e6
First observed: Mar 30, 2012
Last observed: Mar 20, 2026 6 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.

PAUL CAPITAL

3000 MANAGEMENT, INC., CRD 121168

SAN FRANCISCO, CA

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:6f1807f1-4b35-335b-78b3-dad73bfee6e6

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PAUL CAPITAL PARTNERS IX, LP

Private Equity Fund

$512M

Mar 22, 2024

104

Mar 30, 2012

reported

021-100738

CPP INVESTMENT BOARD - PAUL CAPITAL HOLDINGS II, LP

Private Equity Fund

$71.0M

Mar 30, 2015

Mar 30, 2012

dropped

021-63040

PAUL CAPITAL PARTNERS VII, LP

Private Equity Fund

$56.2M

Mar 30, 2015

Mar 30, 2012

dropped

021-1134333

PAUL ROYALTY FUND II, LP

Private Equity Fund

$54.4M

Mar 1, 2017

109

Mar 30, 2012

dropped

021-52670

KGH INTERNATIONAL HOLDINGS III - P3D SCS

Private Equity Fund

$43.3M

Mar 1, 2017

Mar 30, 2012

dropped

021-9999999999

CDP INVESTMENTS PARTNERS, GP

Private Equity Fund

$33.1M

Mar 30, 2021

Mar 30, 2012

dropped

n/a

PAUL CAPITAL ELLIS HOLDINGS, LLC

Private Equity Fund

$27.6M

Mar 30, 2015

Mar 30, 2012

dropped

n/a

KGH INTERNATIONAL HOLDINGS III - BIBECA SCS

Private Equity Fund

$26.6M

Mar 1, 2017

Mar 30, 2012

dropped

021-999999999

CDP INVESTMENTS PARTNERS II, GP

Private Equity Fund

$20.8M

Mar 30, 2021

Mar 30, 2012

dropped

n/a

PAUL FRONTIER HOLDINGS, LP

Private Equity Fund

$19.8M

Mar 1, 2017

Mar 30, 2012

dropped

021-9999999999

PAUL CAPITAL PARTNERS VIII-C, LP

Private Equity Fund

$19.3M

Mar 22, 2024

Mar 30, 2012

reported

n/a

PAUL CAPITAL TOWN STREET PARTNERS LP

Private Equity Fund

$14.2M

Mar 22, 2024

Mar 30, 2012

reported

021-151593

PAUL CAPITAL PARTNERS X, LP

Private Equity Fund

$13.9M

Oct 7, 2016

Mar 27, 2013

dropped

021-179104

CPP INVESTMENT BOARD - PAUL CAPITAL HOLDINGS, LP

Private Equity Fund

$12.0M

Mar 30, 2015

Mar 30, 2012

dropped

021-50410

PAUL CAPITAL PARTNERS VIII-A, LP

Private Equity Fund

$10.4M

Mar 22, 2024

Mar 30, 2012

reported

021-64830

PAUL ASSOCIATES II, LP

Private Equity Fund

$10.2M

Mar 30, 2015

Mar 30, 2012

dropped

021-1139682

PAUL CAPITAL 2002-W HOLDINGS, LP

Private Equity Fund

$9.7M

Mar 30, 2015

Mar 30, 2012

dropped

021-53113

PAUL ROYALTY FUND, LP

Private Equity Fund

$6.4M

Jan 8, 2019

Mar 30, 2012

dropped

021-9999999999

PRF SLEEP HOLDINGS LLC

Private Equity Fund

$4.9M

Mar 30, 2015

Mar 30, 2012

dropped

021-9999999999

DUPONT/WILTON 2002-W HOLDINGS, LLC

Private Equity Fund

$3.5M

Mar 1, 2017

Mar 30, 2012

dropped

021-9999999999

PAUL CUTLASS HOLDINGS, LLC

Private Equity Fund

$2.9M

Mar 30, 2015

Mar 30, 2012

dropped

021-9999999999

PAUL CAPITAL PARTNERS VII-C, LP

Private Equity Fund

$2.4M

Mar 30, 2015

Mar 30, 2012

dropped

021-1160808

PAUL CAPITAL HEALTHCARE III, LP

Private Equity Fund

$2.2M

Jan 8, 2019

Mar 30, 2012

dropped

021-97481

PAUL CAPITAL PARTNERS VIII-B, LP

Private Equity Fund

$2.2M

Mar 22, 2024

Mar 30, 2012

reported

021-65141

CARDIOVASCULAR HOLDINGS, LLC

Private Equity Fund

$1.6M

Oct 7, 2016

Mar 30, 2012

dropped

021-9999999999

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DE WEESE, DAVID, H

ELECTED MANAGER

yes

09/2004

Mar 30, 2012

Mar 22, 2024

JENSEN, PHILIP, J

ELECTED MANAGER

yes

09/2004

Mar 30, 2012

Mar 22, 2024

MULDERRY, DANIEL, PATRICK

ELECTED MANAGER

yes

01/2013

Mar 31, 2014

Mar 22, 2024

PAUL CAPITAL ADVISORS, L.L.C.

Shareholder

yes

09/2004

Mar 30, 2012

Mar 22, 2024

RICO, GUY

ELECTED MANAGER

yes

09/2004

Mar 30, 2012

Mar 22, 2024

SCHWED, RANDALL, CLAY

CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY AND DIRECTOR

yes

03/2018

Mar 30, 2015

Mar 22, 2024

SCHWED, RANDALL, CLAY

ELECTED MANAGER

yes

10/2014

Mar 30, 2015

Mar 22, 2024

SMALL, ELAINE, LUCHAK

ELECTED MANAGER

yes

01/2013

Mar 31, 2014

Mar 22, 2024

WONG, DEBBIE, AU

ELECTED MANAGER

yes

10/2014

Feb 3, 2015

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PAUL CAPITAL ADVISORS, LLC

n/a

yes

n/a

PAUL CAPITAL IX MANAGEMENT, L.P.

n/a

yes

n/a

PAUL CAPITAL VIII MANAGEMENT, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Paris

n/a

France

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$521M

n/a

2024

Mar 21, 2025

$539M

n/a

2023

Mar 22, 2024

$558M

2022

Mar 15, 2023

$695M

2021

Mar 24, 2022

$918M

2020

Mar 30, 2021

$909M

2019

Mar 23, 2020

$961M

2018

Mar 27, 2019

$990M

2017

Mar 28, 2018

$1.1B

2016

Mar 1, 2017

$1.5B

n/a

$1.5B

2015

Mar 11, 2016

$1.9B

n/a

$1.9B

2014

Mar 30, 2015

$2.5B

n/a

$2.5B

2013

Mar 31, 2014

$3.4B

n/a

$2.3B

2012

Mar 27, 2013

$3.5B

n/a

$2.6B

2011

Mar 30, 2012

$4.2B

n/a

$3.2B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$521M

$539M

-3.4%

$695M

-9.2%