PARTHENON CAPITAL PARTNERS
Latest filing: Mar 28, 2025 (74 days ago)
AUM
$13,804,465,280
7% change vs. 1 year ago
99% change vs. 3 years ago
178% change vs. 5 years ago
678% change vs. 10 years ago
Employee Count
41
-2% change vs. 1 year ago
17% change vs. 3 years ago
17% change vs. 5 years ago
52% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
FOUR EMBARCADERO CENTER, SAN FRANCISCO, CA, UNITED STATES, 94111
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $13.8 |
| Non-Discretionary | $0.0 |
| Total | $13.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $13.8 |
| Institutional | $0.0 |
| Total | $13.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PCP PARTNERS VII, L.P. | $0.0 | - | |
| PCP PARTNERS V, L.P. | $0.0 | - | |
| PCP PARTNERS IV, L.P. | $0.0 | - | |
| PCP PARTNERS VI, L.P. | $0.0 | - | |
| PCAP PARTNERS III, LLC | $0.0 | - | |
| PARTHENON KA I GP, L.P. | $0.0 | - | |
| PCAP PARTNERS II, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| GOLSON, BRIAN, PHILIP | MEMBER, PCP MANAGERS GP, LLC, MANAGING PARTNER AND LIMITED PARTNER |
| MARNOTO, PAULO GEORGE, BARTOLOMEU | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER |
| AMENT, DAVID, JACOB | MEMBER, PCP MANAGERS GP, LLC, MANAGING PARTNER AND LIMITED PARTNER |
| KESSINGER, WILLIAM, CALDWELL | CHIEF INVESTMENT OFFICER AND LIMITED PARTNER |
| DODSON, ANDREW, CALDWELL | MANAGING PARTNER AND LIMITED PARTNER |
| TAVEIRA, JOSEPH, CRUZEIRO | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $13.8 | $0.0 | 0% | 41 | 0 | 0% |
| 2025-04-21 | $13.8 | $0.0 | 0% | 41 | 0 | 0% |
| 2024-04-02 | $12.9 | $0.9 | 7% | 42 | -1 | -2% |
| 2023-04-04 | $7.1 | $6.7 | 94% | 36 | 5 | 14% |
| 2022-04-01 | $6.9 | $6.9 | 99% | 35 | 6 | 17% |
| 2021-04-05 | $6.3 | $7.5 | 118% | 36 | 5 | 14% |
| 2020-04-01 | $5.0 | $8.8 | 178% | 35 | 6 | 17% |
| 2019-04-01 | $3.5 | $10.3 | 297% | 31 | 10 | 32% |
| 2018-04-02 | $3.0 | $10.8 | 361% | 24 | 17 | 71% |
| 2017-04-01 | $2.8 | $11.0 | 384% | 27 | 14 | 52% |
| 2016-04-01 | $1.7 | $12.1 | 723% | 27 | 14 | 52% |
| 2015-04-01 | $1.8 | $12.0 | 678% | 27 | 14 | 52% |
| 2014-04-01 | $1.7 | $12.1 | 713% | 28 | 13 | 46% |
| 2013-04-01 | $2.0 | $11.8 | 604% | 27 | 14 | 52% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/30/2016, MA-03/30/2012, TX-08/27/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV