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Adviser Profile

As of Date 05/02/2024
Adviser Type - Large advisory firm
Number of Employees 9 -18.18%
of those in investment advisory functions 6 50.00%
Registration SEC, Approved, 4/21/2022
Other registrations (1)
AUM* 483,199,523 -32.05%
of that, discretionary 483,199,523 -32.05%
Private Fund GAV* 362,966,939 -60.94%
Avg Account Size 17,257,126 -24.77%
SMA’s No
Private Funds 28 3
Contact Info 424 xxxxxxx
Websites

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
711M 609M 508M 406M 305M 203M 102M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count28 GAV$362,966,939

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Brochure Summary

Overview

9Yards Capital Management LP, a Delaware limited partnership (the “Adviser”) and formerly 9Yards Capital II LLC was formed in September 2018 and filed to become a registered investment adviser with United States Securities and Exchange Commission (“SEC”) in March 2022. David Fisher, Theo Osborne, and George Osborne are the Adviser’s founding partners and principal owners (each a “Principal”, and collectively, the “Principals”). David Fisher, Theo Osborne, and George Osborne developed the Adviser together and are equal partners of the Adviser at 33.33% ownership each. The Adviser provides investment advisory services on a discretionary basis to privately offered pooled investment vehicles and special purpose vehicles (each, a “Fund” and together with any future private investment fund or special purpose vehicle to which 9Yards provides investment advisory services, the “Funds”). Funds that are special purpose vehicles generally make investments into one Portfolio Company (as defined below) while Funds that are pooled investment vehicles generally make investments into more than one Portfolio Company. To facilitate investment by certain investors, 9Yards may create one or more feeder funds or parallel funds. Each Fund’s general partner or managing member (each,
a “General Partner” and collectively, the “General Partners”) is an affiliate of 9Yards and, collectively, operates as a single advisory business, as described in this Brochure. For purposes of this Brochure, “9Yards” means the Adviser together with the General Partners. 9Yards is subject to the Advisers Act pursuant to 9Yards’ registration in accordance with SEC guidance. The Funds are growth equity funds and invest through negotiated transactions in operating entities, generally referred to herein as (each, a “Portfolio Company”, and collectively, the “Portfolio Companies”). 9Yards’ investment advisory services to the Funds consist of identifying and evaluating investment opportunities, negotiating the terms of investments, managing and monitoring investments and achieving dispositions for such investments. From time to time, where such investments consist of Portfolio Company investments, the Principals or other personnel of 9Yards or its affiliates generally serve on such Portfolio Companies’ respective boards of directors or otherwise act to influence control over management of the Portfolio Companies in which the Funds have invested. As of December 31, 2023, 9Yards manages approximately $483,199,523 in client assets on a discretionary basis.