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CRD 161464
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JASON RICHARD TUROWSKY | n/a | Houston, TX | 10 | 13 | n/a | no |
| WILLIAM P CONNELLY | n/a | Houston, TX | 10 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AMBERJACK CAPITAL FUND II, L.P. | Private Equity Fund | $379M | Apr 23, 2024 | 22 | Mar 31, 2023 | reported | 021-458073 |
| INTERVALE CAPITAL FUND III, L.P. | Private Equity Fund | $215M | Apr 23, 2024 | 44 | Mar 31, 2015 | reported | 021-212404 |
| INTERVALE CAPITAL FUND II, L.P. | Private Equity Fund | $136M | Apr 23, 2024 | 31 | Feb 14, 2012 | reported | 021-170985 |
| INNOVEX CO-INVEST II, L.P. | Private Equity Fund | $88.5M | Apr 23, 2024 | 4 | Mar 31, 2023 | reported | 021-467949 |
| BT CO-INVEST FUND, L.P. | Private Equity Fund | $79.4M | Apr 23, 2024 | 12 | Mar 30, 2022 | reported | 021-404458 |
| AMBERJACK CAPITAL FUND, L.P. | Private Equity Fund | $45.5M | Apr 23, 2024 | 30 | Mar 30, 2022 | reported | 021-422137 |
| INTERVALE CAPITAL FUND II-A, L.P. | Private Equity Fund | $44.7M | Apr 23, 2024 | 19 | Apr 2, 2013 | reported | 021-178153 |
| INNOVEX CO-INVEST FUND, L.P. | Private Equity Fund | $21.0M | Apr 23, 2024 | 8 | Mar 30, 2020 | reported | n/a |
| INTERVALE CAPITAL CO-INVESTMENT FUND II, L.P. | Private Equity Fund | $4.1M | Apr 23, 2024 | 7 | Feb 14, 2012 | reported | n/a |
| INTERVALE CAPITAL CO-INVESTMENT FUND III, L.P. | Private Equity Fund | $3.2M | Apr 23, 2024 | 6 | Mar 31, 2015 | reported | n/a |
| INTERVALE CAPITAL FUND, L.P. | Private Equity Fund | $887,000 | May 8, 2023 | 33 | Feb 14, 2012 | reported | 021-107870 |
| INTERVALE/TRF INVESTOR LLC | Private Equity Fund | $66,000 | Apr 23, 2024 | 9 | Mar 31, 2015 | reported | n/a |
| INTERVALE CAPITAL CO-INVESTMENT FUND, L.P. | Private Equity Fund | $16,000 | May 8, 2023 | 10 | Feb 14, 2012 | reported | 021-107852 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AMBERJACK MANAGEMENT LLC | GENERAL PARTNER | Na | yes | 01/2021 | Mar 2, 2021 | Apr 23, 2024 |
| CONNELLY, WILLIAM, P | Manager | D | yes | 01/2021 | Mar 31, 2017 | Apr 23, 2024 |
| CONNELLY, WILLIAM, P | CO-MANAGING PARTNER | Na | yes | 10/2020 | Mar 31, 2017 | Apr 23, 2024 |
| GROLLITSCH, WALTER, CHRISTIAN | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2023 | May 8, 2023 | Apr 23, 2024 |
| ROCCO, MELISSA, DIANE | CHIEF FINANCIAL OFFICER | F | yes | 05/2021 | Jun 10, 2021 | Apr 23, 2024 |
| ROCCO, MELISSA, DIANE | CHIEF FINANCIAL OFFICER | Na | yes | 05/2021 | Jun 10, 2021 | Apr 23, 2024 |
| TUROWSKY, JASON, RICHARD | Manager | D | yes | 01/2021 | Mar 31, 2017 | Apr 23, 2024 |
| TUROWSKY, JASON, RICHARD | CO-MANAGING PARTNER | Na | yes | 10/2020 | Mar 31, 2017 | Apr 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AMBERJACK CAPITAL ASSOCIATES II, LLC | n/a | n/a | n/a | Y | yes | n/a |
| AMBERJACK CAPITAL ASSOCIATES, LLC | n/a | n/a | n/a | Y | yes | n/a |
| AMBERJACK CAPITAL GP II, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| AMBERJACK CAPITAL GP, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| BT CO-INVEST ASSOCIATES, LLC | n/a | n/a | n/a | Y | yes | n/a |
| BT CO-INVEST FUND GP, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| INNOVEX CO-INVEST ASSOCIATES, LLC | n/a | n/a | n/a | Y | yes | n/a |
| INNOVEX CO-INVEST FUND GP, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| INNOVEX CO-INVEST GP II, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| INTERVALE CAPITAL ASSOCIATES II, LLC | n/a | n/a | n/a | Y | yes | n/a |
| INTERVALE CAPITAL ASSOCIATES III, LLC | n/a | n/a | n/a | Y | yes | n/a |
| INTERVALE CAPITAL GP II, L.P | n/a | n/a | n/a | Y | yes | n/a |
| INTERVALE CAPITAL GP III, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $1.3B | $1.3B | 12 | 9 | 2 | 14 | n/a |
| 2024 | Mar 31, 2025 | $1.0B | $1.0B | 10 | 7 | 2 | 13 | n/a |
| 2023 | Mar 29, 2024 | $1.2B | $1.2B | 12 | 8 | 1 | 11 | $1.0B |
| 2022 | Mar 31, 2023 | $1.4B | $1.4B | 11 | 7 | 1 | 13 | $1.1B |
| 2021 | Mar 30, 2022 | $1.0B | $1.0B | 12 | 8 | 1 | 11 | $858M |
| 2020 | Mar 31, 2021 | $900M | $900M | 14 | 8 | 2 | 9 | $744M |
| 2019 | Mar 30, 2020 | $1.3B | $1.3B | 14 | 8 | 1 | 9 | $1.0B |
| 2018 | Mar 30, 2019 | $1.2B | $1.2B | 16 | 10 | 1 | 8 | $960M |
| 2017 | Mar 30, 2018 | $1.1B | $1.1B | 17 | 12 | 1 | 8 | $928M |
| 2016 | Mar 31, 2017 | $866M | $866M | 22 | 15 | n/a | 8 | $565M |
| 2015 | Mar 30, 2016 | $868M | $868M | 19 | 14 | n/a | 8 | $353M |
| 2014 | Mar 31, 2015 | $1.0B | $1.0B | 23 | 16 | n/a | 8 | $453M |
| 2013 | Mar 31, 2014 | $811M | $811M | 20 | 14 | n/a | 5 | $600M |
| 2012 | Apr 2, 2013 | $709M | $709M | 15 | 12 | n/a | 5 | $357M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $1.0B | 24.2% | $1.4B | -2.7% | 12 | 10 | 2 | 2 |