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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 12 20.00%
of those in investment advisory functions 12 20.00%
Registration SEC, Approved, 8/24/2020
AUM* 1,757,273,000 1.95%
of that, discretionary 1,757,273,000 1.95%
Private Fund GAV* 1,582,266,000 3.99%
Avg Account Size 878,636,500 1.95%
SMA’s No
Private Funds 1
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 985M 739M 492M 246M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$1,582,266,000

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Brochure Summary

Overview

For purposes of this brochure, the “Adviser” means LongRange Capital, L.P., a Delaware limited partnership, together (where the context permits) with its affiliates that serve as general partners of the Funds (as defined below). The Adviser provides investment supervisory services to investment vehicles (the “Funds”) that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). The Adviser currently advises only one Fund but may in the future advise additional Funds. The Funds primarily make investments in long-term control or non-control equity, equity-related securities and other securities with equity components. In accordance with the Funds’ respective investment objectives, and subject to restrictions and requirements set forth in the Funds’ Organizational Documents (as defined below), investments are generally made in companies headquartered in North America or certain countries in Europe. The Adviser’s advisory services consist of investigating, identifying and evaluating investment opportunities, structuring, negotiating and making investments on behalf of the Funds, managing
and monitoring the performance of such investments and disposing of such investments. The Adviser may serve as the investment adviser or general partner to the Funds in order to provide such services. The Adviser provides investment supervisory services to each Fund in accordance with the limited partnership agreement (or analogous organizational document) of the Fund or separate investment and advisory agreements (each, an “Advisory Agreement”). Investment advice is provided directly to the Funds, subject to the discretion and control of the applicable general partner, and not individually to the investors in the Funds. Services are provided to the Funds in accordance with the Advisory Agreements with the Funds and/or organizational documents of the applicable Fund. Investment restrictions for the Funds, if any, are generally established in the organizational or offering documents of the applicable Fund and Advisory Agreements (such documents collectively, a Fund’s “Organizational Documents”). The principal owner of LongRange Capital, L.P. is LRC RQB LLC, which is owned by Robert Berlin, Managing Partner. The Adviser has been in business since May 2020. As of December 31, 2023, the Adviser manages $1,757,273,000 of client assets.