327 CAPITAL PARTNERS, LLC

other names
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Adviser Profile
As of Date 07/19/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 1
Registration SEC, Approved, 7/1/2021
Other registrations (2)
Former registrations

327 CAPITAL PARTNERS, LLC

AUM* 401,353,531 17.58%
of that, discretionary 401,353,531 17.58%
Private Fund GAV* 401,353,531 17.58%
Avg Account Size 57,336,219 17.58%
SMA’s No
Private Funds 7
Contact Info 210 xxxxxxx

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

Recent News

Reported AUM

Discretionary
Non-discretionary
341M 293M 244M 195M 146M 98M 49M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$401,353,531

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Brochure Summary

Overview

Firm Overview 327 Capital Partners, LLC is a Delaware limited liability company with its principal place of business in San Antonio, Texas. 327 Capital Partners is registered with the SEC under the Advisers Act. The Firm was formed in 2020, and is solely owned by James C. Weaver, Chief Executive Officer (“CEO”). 327 Capital Partners provides investment advisory services to pooled investment vehicles that invest in a single asset, generally a private company (each a “Fund” and together the “Funds”). The Firm manages each Fund on a discretionary basis in accordance with applicable governing documents. Affiliates of 327 Capital Partners serve as the general partners of the Funds (each a “General Partner” and together the “General Partners”). 327 Capital Partners supervises, oversees and controls all investment advisory services provided by such General Partners with respect to these Funds, and each General Partner relies on 327 Capital Partners’ investment adviser registration instead of separately registering as investment advisers with the SEC under the Advisers Act. Except as the context otherwise requires,
any reference to “327 Capital Partners” or the “Firm” in this document includes 327 Capital Partners, LLC and each relying adviser. The relying adviser General Partners are under common ownership. 327 Capital Partners provides investment advisory services with respect to each Fund in accordance with the investment objectives, policies, guidelines, limitations, and restrictions set forth in applicable Fund offering or governing documents. The Firm provides investment advisory services solely with respect to the Funds, and no investor in any such Fund should look to 327 Capital Partners or affiliates of 327 Capital Partners for advice regarding any of its own investment decisions, including any decision to invest in a Fund. The Firm treats the Funds, and not any of their investors, as “clients” for purposes of the Advisers Act and other applicable laws and regulations, to the extent permitted under such laws. x Assets under management, on a discretionary basis, including all Funds were approximately $401 million as of December 31, 2023. The Firm does not manage any assets on a non-discretionary basis.