Novaquest Capital Management, L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$106M
Accounts
14
Employees
18
Advisory reps
7

Firm details

Headquarters
,
CRD number
160359
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Novaquest Capital Management, L.L.C. is organized as a limited liability company and operates as a private equity fund manager that primarily serves institutional clients. The adviser has been SEC-registered since 2012 and focuses on portfolio management for pooled investment vehicles, acting in sponsor and general partner capacities for the funds it manages. Its compensation mix includes both asset-based fees and performance-based fees, and the firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Michael Bologna

    Michael Bologna

    Chief Investment OfficerCRD 7829249

  • Devin Holden

    Chief Compliance OfficerCRD 7882399

  • Bryan Mills

    Bryan Mills

    Partner & Chief Administrative OfficerCRD 7244108

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Contacts

2 of 2
  • Yoshitaka Oshiba

    Management Committee MemberCRD 7978410

  • Patrick Jordan

    Patrick Jordan

    Managing PartnerCRD 7531277

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth