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CRD 294346
NEWTOWN SQUARE, PA
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 |
|---|---|---|---|---|---|---|---|
| ARCHEAN CAPITAL PARTNERS (MASTER) FUND II, L.P. | Private Equity Fund | $428M | Mar 28, 2024 | 210 | Aug 24, 2018 | reported | 021-316711 |
| ARCHEAN CAPITAL PARTNERS I, L.P. | Private Equity Fund | $100M | Mar 28, 2024 | 172 | Mar 31, 2017 | reported | 021-276914 |
| ARCHEAN CAPITAL PARTNERS (OFFSHORE) FUND II, L.P. | Private Equity Fund | $70.0M | Mar 31, 2021 | 11 | Mar 30, 2020 | dropped | 021-357116 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC. | MANAGER AND MEMBER OF AMG WP LP HOLDINGS, LLC | E | yes | 03/2011 | Aug 24, 2018 | Mar 28, 2024 |
| AMG WEALTH PARTNERS, LP | MANAGER AND SOLE MEMBER OF SQUAM ACQUISITION LP, LLC | E | yes | 03/2012 | Aug 24, 2018 | Mar 28, 2024 |
| AMG WP LP HOLDINGS, LLC | LIMITED PARTNER OF AMG WEALTH PARTNERS, LP | E | yes | 03/2011 | Mar 31, 2022 | Mar 28, 2024 |
| EOZOIC CAPITAL LLC | JOINT VENTURE PARTNER | D | yes | 09/2023 | Mar 28, 2024 | Mar 28, 2024 |
| KEATES, CHARLES, PAXSON | CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | Na | yes | 08/2018 | Aug 24, 2018 | Mar 28, 2024 |
| MOELIS ASSET MANAGEMENT LP | JOINT VENTURE PARTNER | D | yes | 08/2018 | Aug 24, 2018 | Mar 28, 2024 |
| RYAN, CHRISTOPHER, REGIS | MANAGEMENT COMMITTEE MEMBER | Na | yes | 08/2018 | Aug 24, 2018 | Mar 28, 2024 |
| SQUAM ACQUISITION LP, LLC | LIMITED PARTNER | C | yes | 09/2023 | Aug 24, 2018 | Mar 28, 2024 |
| APPLEGATE, DOUGLAS, S | CO-CHIEF FINANCIAL OFFICER | Na | no | 08/2018 | Mar 29, 2019 | Mar 28, 2024 |
| BOBER, MARIE | SENIOR COMPLIANCE OFFICER | Na | no | 08/2018 | Aug 24, 2018 | Mar 28, 2024 |
| KELLER, CHRISTOPHER, ALAN | INVESTMENT COMMITTEE MEMBER | Na | no | 08/2018 | Aug 24, 2018 | Mar 28, 2024 |
| KYRANAKIS, VANESSA, EDITH | CO-CHIEF FINANCIAL OFFICER | Na | no | 09/2023 | Mar 28, 2024 | Mar 28, 2024 |
| Lazaroff, Robert, Martin | INVESTMENT COMMITTEE MEMBER | Na | no | 08/2018 | Aug 24, 2018 | Mar 28, 2024 |
| MAM MANAGER LLC | GENERAL PARTNER | F | no | 01/2019 | Jan 2, 2019 | Mar 28, 2024 |
| MOELIS, KENNETH, DAVID | Member | E | no | 01/2019 | Aug 24, 2018 | Mar 28, 2024 |
| MOELIS, KENNETH, DAVID | Member | C | no | 06/2007 | Aug 24, 2018 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FREEPORT FINANCIAL PARTNERS LLC | n/a | Asset manager | $4.1B | N | yes | n/a |
| STEELE CREEK INVESTMENT MANAGEMENT LLC | n/a | Asset manager | $1.7B | N | yes | n/a |
| MOELIS ASSET CATALYST PARTNERS LLC | n/a | Asset manager | $288M | N | yes | n/a |
| MOELIS CAPITAL PARTNERS LLC | n/a | Asset manager | $147M | N | no | n/a |
| ARCHEAN CAPITAL PARTNERS GP, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| ARCHEAN CAPITAL PARTNERS II GP, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| CROSSBEAM VENTURE PARTNERS LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $528M | $528M | 17 | 7 | 1 | 2 | n/a |
| 2024 | Mar 31, 2025 | $528M | $528M | 17 | 7 | 1 | 2 | n/a |
| 2023 | Mar 28, 2024 | $528M | $528M | 17 | 7 | 1 | 2 | $528M |
| 2022 | Mar 30, 2023 | $528M | $528M | 15 | 7 | 1 | 2 | $528M |
| 2021 | Mar 31, 2022 | $528M | $528M | 14 | 7 | 1 | 2 | $528M |
| 2020 | Mar 31, 2021 | $421M | $421M | 13 | 7 | 1 | 3 | $421M |
| 2019 | Mar 30, 2020 | $401M | $401M | 13 | 7 | 1 | 3 | $401M |
| 2018 | Mar 29, 2019 | $282M | $282M | 12 | 6 | 1 | 2 | $282M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $528M | $528M | 0.0% | $528M | 0.0% | 17 | 17 | 1 | 1 |