Associated Partners, LP
Associated Partners, LP is a private equity fund organized in Delaware, United States and advised by Associated Group Management, LLC. Its adviser reported $23,832,179 in gross assets for the fund on Form ADV, filed Mar 28, 2024. It reported 75 beneficial owners, about 1% of it owned by non-U.S. persons. The minimum investment it accepts is $10,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $23,832,179As reported on Form ADV
- Beneficial owners
- 75
- Minimum investment
- $10,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private equity fund
- Domicile
- Delaware, United States
- Auditor
- KPMG
- Custodian
- UBS Securities LLC; Morgan Stanley Smith Barney LLC; PNC Bank
- Adviser
- Associated Group Management, LLC · Bala Cynwyd, PA · CRD 160888
- Reported on
- Mar 28, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Associated Partners, LP
What is the minimum investment for Associated Partners, LP?
According to its adviser's Form ADV filed Mar 28, 2024, the minimum investment Associated Partners, LP accepts is $10,000,000.
Who can invest in Associated Partners, LP?
Associated Partners, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is Associated Partners, LP?
Its adviser reported $23,832,179 in gross assets on Form ADV filed Mar 28, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Associated Partners, LP?
Associated Partners, LP is advised by Associated Group Management, LLC, based in Bala Cynwyd, PA.
Who are Associated Partners, LP's service providers?
Its Form ADV lists KPMG as auditor.