MIDOCEAN US ADVISOR, L.P.
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
FINTRXOverview
Midocean US Advisor, L.P. is a limited partnership that operates primarily as a private equity fund manager and adviser to pooled investment vehicles. The firm targets institutional clients and runs a compact, concentrated business: it serves a small number of large relationships and acts as sponsor/GP and portfolio manager for closed-end funds. Its activity combines fund-level portfolio management with commodity pool operator/commodity trading advisor (CPO/CTA) responsibilities, indicating hands-on oversight of leveraged or structured vehicles as well as traditional private fund governance. The firm charges a mix of percentage-of-AUM and performance-based fees, aligning its compensation with fund returns. It identifies as an active ESG investor, which suggests integration of environmental, social, and governance considerations into deal selection, monitoring or portfolio construction. Midocean US Advisor also functions as a related adviser to affiliated entities, consistent with a structure that sponsors and manages multiple private funds rather than offering broad retail wealth management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3ANDREW SPRING
Chief Financial Officer, Managing Director, Portfolio ManagerCRD 4743071
JAMES VIRTUE
CEOCRD 1236163
DEBORAH HODGES
Chief Operating Officer and Managing DirectorCRD 4632412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 245 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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