9AT: AULDBRASS PARTNERS, LP

other names

AULDBRASS PARTNERS, LP

Adviser Profile

As of Date	01/23/2026
Registration	SEC, Approved, 03/18/2022
Other registrations (3)	SEC, ERA - Withdrawn, 02/15/2022 New York, ERA - Withdrawn, 02/15/2022 Illinois, ERA - Withdrawn, 03/31/2017
Former registrations	AULDBRASS PARTNERS, LP
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	348,933,000 20%
of that, discretionary	348,933,000 100%
Private Fund GAV^*	581,504,622 0%
Avg Account Size	116,311,000 20%
SMA’s	No
Private Funds	8 1

Adviser Type

- Large advisory firm

Number of Employees 9

of those in investment advisory functions 7

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count8	GAV$581,504,622

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 EMPEIRIA CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund359.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV359.3m	AUM373.2m	#Funds7
Adviser ATON FINANCIAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund95.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV95.4m	AUM469.1m	#Funds5
Adviser UPPER BAY INFRASTRUCTURE MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM309.2m	#Funds-
Adviser MELODEON CAPITAL PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund304.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV304.7m	AUM308.7m	#Funds5
Adviser EQUALITY ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund519.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV519.4m	AUM519.4m	#Funds5
Adviser ISOMETRY CAPITAL, LLC	Hedge Fund613.8m	Liquidity Fund-	Private Equity Fund9.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV623.4m	AUM1.0b	#Funds11
Adviser BRASIL CAPITAL ADVISER LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM183.7m	#Funds-
Adviser WEATHERVANE ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund500.0m	Total Private Fund GAV2.5b	AUM260.3m	#Funds107
Adviser OSCEOLA CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund362.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV362.8m	AUM362.8m	#Funds3
Adviser PARLIAMENT CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund980.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV980.7m	AUM994.4m	#Funds37

Brochure Summary

Overview

Description of Firm Auldbrass Partners, LP ("Auldbrass," the "Adviser," "we," "our," and "us"), a Delaware limited partnership, is an investment adviser registered with the SEC. The Adviser is based out of New York, New York and has provided investment advisory services since 2011. We are primarily owned by Howard Sanders. Auldbrass, on a day-to-day basis, is managed by Howard Sanders, Founder and Managing Director and, Chris Salley, Managing Director. Auldbrass provides investment advisory services solely to private pooled investment vehicles ("Fund" or the "Funds"). The Funds are offered primarily to institutional investors. These investors purchase interests in a Fund, and investments are made at the Fund level, not for individual investors in the Fund.
The primary focus of Auldbrass' investment advisory services is acquiring secondary interests through both limited partner transactions and general partner-led opportunities in middle market buyout, global buyout, and growth equity. Auldbrass seeks to optimize returns for its investors by investing in high quality private

equity opportunities primarily through secondary transactions. The advisory services for the Funds are further described in each Fund's offering memorandum, limited partnership agreement, and subscription agreement (collectively, the "Fund Documents"). We do not vary our investment advice from the terms of the Fund Documents. Additionally, the Documents detail the various investment restrictions that govern the types of investments the Fund may and may not make. In accordance with common industry practice, the General Partner may enter into "side letters" or similar arrangements with certain investors pursuant to which the General Partner grants the investor specific rights, benefits, or privileges that are not made available to investors generally. These arrangements typically clarify any regulatory, informational, and interpretational issues with the Documents, and do not include changes in the financial terms.
Assets Under Management As of December 31, 2023, we provide continuous management services for $291,348,000 in client assets on a discretionary basis.

AULDBRASS PARTNERS, LP

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