Midocean US Advisor, L.P.

RIASEC RegisteredEst. 2009

Total AUM

$3.7B

Discretionary

$3.6B

96% of AUM

Avg account

$370M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 151488
Registered since: October 14, 2009
Website: www.midoceanpartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Midocean US Advisor, L.P. is a limited partnership that operates as a private equity fund adviser and manager to institutional clients. The firm has been SEC-registered since 2009 and combines portfolio management for pooled vehicles with roles typical of a sponsor or general partner. It also lists CPO/CTA activities among its business lines. Fee arrangements include a percentage-of-AUM component alongside performance-based fees. The firm identifies itself as an active ESG investor and is structured as a related adviser and domestic entity; it is not a multi-state adviser and does not present itself primarily as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3

James Virtue
CEOCRD 1236163
Deborah Hodges
Chief Operating Officer and Managing DirectorCRD 4632412
Andrew Spring
Chief Financial Officer, Managing Director, Portfolio ManagerCRD 4743071