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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 48 -2.04%
of those in investment advisory functions 25
Registration SEC, Approved, 12/15/1995
AUM* 4,584,157,760 -1.19%
of that, discretionary 4,584,157,760 -1.19%
Private Fund GAV* 4,171,368,000 -2.98%
Avg Account Size 183,366,310 10.66%
SMA’s Yes
Private Funds 18
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

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
6B 5B 4B 3B 3B 2B 860M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count11 GAV$2,876,446,000
Fund TypePrivate Equity Fund Count3 GAV$879,461,000
Fund TypeReal Estate Fund Count4 GAV$415,461,000

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Top Holdings

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Stck Ticker635309206 Stock NameNATIONAL CINEMEDIA INC $ Position$4,926,401 % Position2.00% $ Change-15.00% # Change0.00%
Stck Ticker02128L106 Stock NameALTA EQUIPMENT GROUP INC $ Position$2,079,779 % Position1.00% $ Change-14.00% # Change38.00%
Stck TickerL02235106 Stock NameARDAGH METAL PACKAGING S A $ Position$2,170,560 % Position1.00% $ Change-1.00% # Change0.00%
Stck Ticker10948C107 Stock NameBRIGHTVIEW HLDGS INC $ Position$3,319,959 % Position1.00% $ Change-6.00% # Change-16.00%

Brochure Summary

Overview

The Adviser is an investment adviser with its principal place of business in Greenwich, Connecticut. The Adviser commenced operations as an investment adviser in 1995 and has been registered with the SEC since December 15, 1995. The Adviser is owned by Jon Bauer (principal owner), Janice Stanton, Gil Tenzer, Jeffrey Bauer and Joshua Trump. Xiao Song is a special limited member of the Adviser. Ownership interests of the Adviser may be held individually or through entities established by or for the benefit of such individuals or their family members. The Adviser provides advisory services on a discretionary basis to its clients, which include (i) institutional investors and (ii) pooled investment vehicles. The Adviser's investment advisory services focus on a multi- strategy approach to investing in distressed securities portfolios, including corporate, real estate and non- U.S. securities, high yield securities, senior secured obligations, trade claims, debt obligations, fixed income securities and equity securities. The Adviser's advisory services focus on selecting investments primarily in special situations including, but
not limited to, marketable and nonmarketable securities and other obligations (such as bank loans, promissory notes, mortgages, and other evidences of indebtedness, as well as accounts payable to trade creditors and judgment pools) of financially distressed companies or companies in bankruptcy proceedings. The Adviser also provides advice concerning transactions related to extraordinary corporate events such as mergers, rights offerings, divestitures, share repurchases and spin-offs. Moreover, the Adviser provides advice concerning other types of investments, including securities and other assets (including real estate) which appear to be undervalued. The Adviser provides advice to client accounts based on specific investment objectives and strategies. Under certain circumstances, the Adviser may agree to tailor advisory services to the individual needs of a client. Clients may impose restrictions on investing in certain securities or certain types of securities. As of December 31, 2023, the Adviser had approximately $4,584,157,760 in regulatory assets under management, all of which is managed on a discretionary basis.