9AT: FENWAY PARTNERS, LLC

FENWAY PARTNERS, LLC

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FENWAY PARTNERS, LLC

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Fenway Partners is an American private equity firm that makes leveraged buyout and growth capital investments in transportation logistics, consumer products, and manufacturing companies in the middle market. In 2002 Fenway acquired the molding equipment and customer base of Premier Tile. The price for the acquisition was $8.25 million. The firm was founded in 1994 by Richard Dresdale (formerly Clayton, Dubilier & Rice) and Peter Lamm (formerly Butler Capital Partners) and has over $2 billion of capital under management. Since its inception, the firm has raised three private equity funds. Fenway's first fund closed on approximately $525 million of capital commitments in 1996 and just two years later, in 1998, the firm raised an additional $900 million of capital. As a result of several investments made in the 1998 fund, before the collapse of the dot-com bubble, performance in that fund was affected. Nevertheless, the firm was able to raise a successor fund in 2006 and 2007 with approximately $700 million of commitments from institutional investors.

Revenue	$12.0 m
Headquarters	New York City, New York

Adviser Profile

Registration status

Registration Changed to FENWAY PARTNERS, LLC

As of Date	03/31/2019
Adviser Type - Large advisory firm
Number of Employees	5
of those in investment advisory functions	3 -40.00%

AUM^*	701,000,000 63.79%
of that, discretionary	701,000,000 63.79%
Private Fund GAV^*	0
Avg Account Size	175,250,000 -18.11%
SMA’s	No
Private Funds	0 2

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

701M 601M 501M 401M 300M 200M 100M

2015 2016 2017 2018 2019

Discretionary

Non-discretionary

Private Funds

GAV Count