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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LARIAT PARTNERS, LP

CRD 168577

DENVER, CO

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:d466150a-7b19-9cb7-a8af-25c8e65c99ad

Data as of Apr 28, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 2
Observed: Aug 26, 2013 to Apr 28, 2017
11 observations

Across DFX

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

Private Equityidentity

Lariat Partners, LP

Private equity manager · shared crd

Venture Capitalidentity

Lariat Partners, LP

Venture 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: $111MItem 5.F on the latest filing (2017-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $111M
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: 7
Advisory employees: 7
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Private fund GAV: $111Mgross asset value as reported per fund; never fund size
Custody, client assets: $111M
SEC number: 801-78517
CRD: 168577
Filings on the tape: 11
First filed: Aug 26, 2013
Latest filed: Apr 28, 2017
Organised: Limited Partnership, 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
OP ACQUISITION, LLC	Private Equity Fund	$83.6M	Mar 31, 2019	18	May 16, 2018	reported	n/a
LARIAT PARTNERS FUND I, LP	Private Equity Fund	$10.7M	Nov 25, 2024	54	Aug 26, 2013	reported	021-203960
LARIAT PARTNERS FUND I PV, LP	Private Equity Fund	$9.0M	Nov 25, 2024	6	Mar 28, 2014	reported	021-206252
LARIAT ECOSERV CO-INVEST HOLDINGS, LLC	Private Equity Fund	$436,928	Nov 25, 2024	7	Mar 28, 2014	reported	021-312991

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
AMANN, MATTHEW, JOHN	CHIEF COMPLIANCE OFFICER, CFO AND VICE PRESIDENT	Na	yes	01/2013	Aug 26, 2013	Apr 28, 2017
COUGHLON, TIMOTHY, JAY	OWNER AND MANAGING PARTNER	C	yes	01/2013	Aug 26, 2013	Apr 28, 2017
MITCHELL, KEVIN, JAMES	OWNER AND MANAGING PARTNER	C	yes	01/2013	Aug 26, 2013	Apr 28, 2017

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
LARIAT PARTNERS GP, LLC	n/a	n/a	n/a	N	yes	n/a

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
2016	Mar 24, 2017	$111M	$111M	7	7	n/a	3	$111M
2015	Mar 24, 2016	$129M	$129M	8	7	n/a	3	$129M
2014	Mar 31, 2015	$148M	$148M	8	7	n/a	3	$148M
2013	Mar 28, 2014	$108M	$108M	5	5	n/a	3	$108M

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
2016	$111M	$129M	-14.4%	$108M	0.6%	7	8	n/a	n/a

Relationships

Advises (4)

→ LARIAT PARTNERS FUND I, LPPrivate fundPrivate Equity Fund, ERA
Aug 26, 2013 to presentfactForm ADV
→ LARIAT ECOSERV CO-INVEST HOLDINGS, LLCPrivate fundPrivate Equity Fund, ERA
Mar 28, 2014 to presentfactForm ADV
→ LARIAT PARTNERS FUND I PV, LPPrivate fundPrivate Equity Fund, ERA
Mar 28, 2014 to presentfactForm ADV
→ OP ACQUISITION, LLCPrivate fundPrivate Equity Fund, ERA
May 16, 2018 to presentfactForm ADV

Controls (3)

← COUGHLON, TIMOTHY, JAYOwnerOWNER AND MANAGING PARTNER, ownership code C, individual
Aug 26, 2013 to presentfactForm ADV
← MITCHELL, KEVIN, JAMESOwnerOWNER AND MANAGING PARTNER, ownership code C, individual
Aug 26, 2013 to presentfactForm ADV
← AMANN, MATTHEW, JOHNOwnerCHIEF COMPLIANCE OFFICER, CFO AND VICE PRESIDENT, ownership code NA, individual
Aug 26, 2013 to presentfactForm ADV

Dated events

Occurred
Aug 26, 2013
First Form ADV filing
Lariat Partners, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d466150a-7b19-9cb7-a8af-25c8e65c99ad
First observed: Aug 26, 2013
Last observed: Apr 28, 2017 114 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.

LARIAT PARTNERS, LP

CRD 168577

DENVER, CO

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:d466150a-7b19-9cb7-a8af-25c8e65c99ad

Data as of Apr 28, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OP ACQUISITION, LLC

Private Equity Fund

$83.6M

Mar 31, 2019

May 16, 2018

reported

n/a

LARIAT PARTNERS FUND I, LP

Private Equity Fund

$10.7M

Nov 25, 2024

Aug 26, 2013

reported

021-203960

LARIAT PARTNERS FUND I PV, LP

Private Equity Fund

$9.0M

Nov 25, 2024

Mar 28, 2014

reported

021-206252

LARIAT ECOSERV CO-INVEST HOLDINGS, LLC

Private Equity Fund

$436,928

Nov 25, 2024

Mar 28, 2014

reported

021-312991

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMANN, MATTHEW, JOHN

CHIEF COMPLIANCE OFFICER, CFO AND VICE PRESIDENT

yes

01/2013

Aug 26, 2013

Apr 28, 2017

COUGHLON, TIMOTHY, JAY

OWNER AND MANAGING PARTNER

yes

01/2013

Aug 26, 2013

Apr 28, 2017

MITCHELL, KEVIN, JAMES

OWNER AND MANAGING PARTNER

yes

01/2013

Aug 26, 2013

Apr 28, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LARIAT PARTNERS GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 24, 2017

$111M

n/a

$111M

2015

Mar 24, 2016

$129M

n/a

$129M

2014

Mar 31, 2015

$148M

n/a

$148M

2013

Mar 28, 2014

$108M

n/a

$108M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$111M

$129M

-14.4%

$108M

0.6%

n/a