9AT: ACHIEVE PARTNERS MANAGEMENT, LLC

other names

ACHIEVE PARTNERS MANAGEMENT, LLC

Adviser Profile

As of Date	04/30/2025
Registration	SEC, Approved, 02/08/2019
ADV Location	NEW YORK, NY, United States
Contact Info	332 xxxxxxx
Websites

AUM^*	722,253,809 20%
of that, discretionary	722,253,809 20%
Private Fund GAV^*	1,052,124,616 99%
Avg Account Size	80,250,423 -20%
SMA’s	No
Private Funds	16 10

Adviser Type

- Large advisory firm

Number of Employees 12 -14%

of those in investment advisory functions 8 -43%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count14	GAV$1,052,124,616
Fund TypeOther Private Fund	Count2	GAV$

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FAYERWEATHER MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund285.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV285.0m	AUM285.0m	#Funds2
Adviser CH GLOBAL CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund36.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV36.0m	AUM490.6m	#Funds1
Adviser ONYXPOINT GLOBAL MANAGEMENT LP	Hedge Fund146.1m	Liquidity Fund-	Private Equity Fund299.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV445.7m	AUM481.3m	#Funds6
Adviser ARETEX CAPITAL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund61.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV61.2m	AUM88.6m	#Funds3
Adviser B-29 ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM348.1m	#Funds-
Adviser NASSAU PRIVATE CREDIT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund266.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV266.1m	AUM1.2b	#Funds14
Adviser BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund261.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV261.5m	AUM480.7m	#Funds2
Adviser LANDON CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund158.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV158.0m	AUM158.0m	#Funds14
Adviser SF EQUITY PARTNERS MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund586.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV586.7m	AUM575.4m	#Funds7
Adviser CREST ROCK PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund415.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV415.1m	AUM1.1b	#Funds4

Brochure Summary

Overview

Achieve Partners was founded in 2018 and is wholly owned by its Managing Directors, including Daniel Pianko, Ryan Craig, Troy Williams and Aanand Radia (the “Principals”). Achieve Partners provides investment advisory services to privately offered pooled investment funds and each of their related co-investment vehicles and special purpose vehicles (the “Funds” and individually, each a “Fund”) and may, in the future, provide advisory services to managed accounts (collectively with the Funds, the “Clients”). Achieve Partners manages each Client’s assets on a fully discretionary basis in accordance with the investment objectives outlined in the relevant Offering Documents (defined below) and/or investment management agreement for each Client. Achieve Partners focuses primarily on investing in buyout investment opportunities in portfolio companies (including, but not limited to, those related to lower middle market staffing, education technology companies, business services enterprises, technology companies servicing these markets, and select scaled training or education programs). With respect to the Funds, Achieve Partners manages each Fund in accordance with the relevant limited partnership agreement, investment management agreement, offering memorandum, or other applicable Fund documentation (collectively, “Offering Documents”), where applicable. Any Fund restrictions on investments are set forth in each respective Fund’s Offering

Documents. Achieve Partners does not tailor its investment advice to the individual investors in each Fund that it manages. As such, investors cannot impose restrictions on the types of investments made through the Funds. Subject to applicable law and each Fund’s Offering Documents, the general partners of the Funds have entered into side letter arrangements with certain investors and may continue to do so in the future. Certain side letters may have the effect of altering or supplementing the terms of such investors’ investments in a Fund, including by providing, among other things, different information rights, co-investment rights and other economic rights that may be material, reporting rights, excuse or exclusion rights, waiver of certain confidentiality obligations, certain rights or terms necessary in light of particular legal, regulatory, or policy requirements of a particular investor, additional obligations and restrictions with respect to structuring particular investments in light of the legal and regulatory considerations applicable to a particular investor, veto rights, and liquidity or transfer rights. Achieve Partners does not currently participate as a manager in any wrap fee programs. As of December 31, 2023, Achieve Partners managed approximately $602,750,106 of Client assets. All assets are managed on a discretionary basis. Achieve Partners does not manage any Client assets on a non-discretionary basis.

ACHIEVE PARTNERS MANAGEMENT, LLC

Adviser Profile

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Compensation Arrangments

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Overview