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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 12 9.09%
of those in investment advisory functions 5
Registration SEC, Approved, 6/30/2017
Other registrations (1)
AUM* 454,422,622 -9.15%
of that, discretionary 454,422,622 -9.15%
Private Fund GAV* 414,207,718 -1.77%
Avg Account Size 16,229,379 0.58%
SMA’s No
Private Funds 9 2
Contact Info (20 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
500M 429M 357M 286M 214M 143M 71M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$414,207,718

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Brochure Summary

Overview

Warana Capital, LLC (“Warana Capital” or the “Firm”) is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”) and is organized as a limited liability company under the laws of the State of Delaware. The Firm was founded in June 2016 and is primarily owned by Mr. Timothy Ivers, Managing Member. This Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Warana Capital. Warana Capital provides investment management and related services to underlying investors through domestic and offshore private fund vehicles (each a “Fund” and collectively the “Funds”), as well as a foreign, exchange listed investment trust (together with the Funds, the “Clients”). The Firm may utilize a variety of investment strategies, including, without limitation, private equity, blended structured equity, long/short strategies, distressed and value debt securities investment strategies, relative value strategies, event- driven or opportunistic strategies and private credit and direct investing and/or lending strategies. Generally, the majority of the investments targeted for acquisition are interests of private funds or fund of funds that are gated, suspended,
otherwise not-redeemable, or represent illiquid investments or interests in special purpose vehicles that have been formed to liquidate assets (e.g., related to side pockets or interests in funds that are in the process of winding down). Typically, these positions are expected to naturally liquidate gradually over time. The Firm may also identify investments in redeemable fund interests, interests in publicly-traded funds, other liquid fund interests, portfolio investments which are not in liquidation, a wide variety of other securities and financial instruments, including structured joint ventures, private debt and equity transactions, and securitizations involving private investment fund interests. On a selected basis, Warana Capital may make direct investments. Warana Capital manages the Clients in accordance with the investment objectives outlined in each Client’s Confidential Private Placement Memorandum and/or Investment Management Agreement. Investment advice is provided directly to the Client and not tailored to individual investors. As of December 31, 2023, Warana Capital manages approximately $454,400,000 in assets, all of which are on a discretionary basis. The Firm does not manage any assets on a non-discretionary basis.