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CRD 109776
MANCHESTER, MA
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 |
|---|---|---|---|---|---|---|---|
| PERMAL NEW GENERATION TURNAROUND FUND LTD. | Hedge Fund | $90.1M | Feb 26, 2016 | 7 | Mar 28, 2012 | dropped | n/a |
| P NEW GENERATION TURNAROUND IE, A SUB-FUND OF PERMAL MANAGED ACCOUNT PLATFORM ICAV, AN UMBRELLA FUND WITH SEGREGATED LIABILITY | Hedge Fund | $63.8M | Sep 28, 2016 | 7 | Mar 30, 2016 | dropped | n/a |
| SCHRODER GAIA II NGA TURNAROUND | Hedge Fund | $26.2M | Apr 24, 2019 | 10 | Mar 30, 2016 | dropped | n/a |
| NEW GENERATION TURNAROUND FUND (BERMUDA) LP | Hedge Fund | $25.0M | Jun 13, 2024 | 107 | Mar 28, 2012 | reported | 021-189802 |
| NEW GENERATION LIMITED PARTNERSHIP | Hedge Fund | $16.4M | Jun 13, 2024 | 79 | Mar 28, 2012 | reported | 021-93655 |
| NEW GENERATION LOAN FUND LIMITED PARTNERSHIP | Other Private Fund | $12.3M | Feb 26, 2016 | 4 | Apr 29, 2014 | dropped | 021-216459 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| PUTNAM, GEORGE | PRESIDENT, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF RISK OFFICER | D | yes | 08/1988 | Mar 28, 2012 | Mar 23, 2022 |
| BEALS, DARREN, LEON | MINORITY OWNER | A | no | 08/2013 | Mar 31, 2014 | Mar 23, 2022 |
| DENT, FREDERICK, BAILY | MINORITY OWNER | B | no | 01/2012 | Mar 28, 2013 | Mar 23, 2022 |
| KOONTZ, MARK, CHRISTOPHER | MINORITY OWNER | A | no | 02/2014 | Mar 31, 2014 | Mar 23, 2022 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | n/a | Independent wealth | $2.0B | N | 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 |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 23, 2022 | $153M | $153M | 4 | 2 | 1 | 2 | $153M |
| 2020 | Mar 26, 2021 | $465M | $465M | 9 | 5 | 2 | 2 | $465M |
| 2019 | Mar 27, 2020 | $559M | $559M | 12 | 6 | 2 | 2 | $559M |
| 2018 | Mar 27, 2019 | $751M | $751M | 13 | 7 | 2 | 3 | $751M |
| 2017 | Mar 28, 2018 | $877M | $877M | 13 | 7 | 2 | 3 | $877M |
| 2016 | Mar 30, 2017 | $909M | $909M | 15 | 7 | n/a | 3 | $909M |
| 2015 | Mar 30, 2016 | $1.0B | $1.0B | 13 | 7 | n/a | 4 | $941M |
| 2014 | Mar 27, 2015 | $1.4B | $1.4B | 13 | 7 | n/a | 4 | $1.3B |
| 2013 | Mar 31, 2014 | $1.3B | $1.3B | 13 | 6 | n/a | 3 | $1.2B |
| 2012 | Mar 28, 2013 | $830M | $830M | 13 | 6 | n/a | 3 | $761M |
| 2011 | Mar 28, 2012 | $755M | $755M | n/a | n/a | n/a | 3 | $672M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $153M | $465M | -67.1% | $751M | -41.1% | 4 | 9 | 1 | 2 |