The ACTIVANT CAPITAL GROUP is a privately held investment adviser that advises $1.61Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ACTIVANT CAPITAL GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 28.55% over the last 5-years.
The Group has been registered with the SEC for 11.7 years and is comprised of 1 filing and 9 relying advisers. They operate out of 4 office locations with their Headquarters at 17 OLD KINGS HIGHWAY SOUTH SUITE 220, DARIEN, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 18 employees comprised of 12 investment and 6 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $1.61Bn in assets advised are owned by 24 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.61Bn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO and Early Stage, representing 56.46% and 43.54% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 5 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
ACTIVANT CAPITAL GROUP names 1 sub-adviser WEST FORK CAPITAL ADVISORS LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.