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Adviser Profile

As of Date 03/15/2024
Adviser Type - Large advisory firm
Number of Employees 19 35.71%
of those in investment advisory functions 19 35.71%
Registration SEC, Approved, 3/30/2012
AUM* 1,248,680,319 7.52%
of that, discretionary 1,248,680,319 7.52%
Private Fund GAV* 1,248,680,319 7.52%
Avg Account Size 416,226,773 7.52%
SMA’s No
Private Funds 3
Contact Info 847 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
1B 1B 998M 798M 599M 399M 200M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$1,248,680,319

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Brochure Summary

Overview

IOP is an investment adviser focused on managing private equity funds. IOP is the investment adviser to Industrial Opportunity Partners II, L.P. (the “IOP Fund II”), Industrial Opportunity Partners III, L.P. (the “IOP Fund III”) and Industrial Opportunity Partners IV, L.P. (the “IOP Fund IV”) (each a “Fund” and collectively, the “Funds”). IOP affiliates serve as general partner to the Funds. Industrial Opportunity Partners II GP, LLC (“IOP II GP”) serves as the general partner to IOP Fund II, Industrial Opportunity Partners III GP, LLC (“IOP III GP”) serves as the general partner to IOP Fund III and Industrial Opportunity Partners IV GP, LLC (“IOP IV GP”) serves as the general partner to IOP Fund IV (each a “General Partner” and collectively, the “General Partners”). The primary purpose of the Funds is to seek to generate returns for its partners, principally through long-term capital appreciation, by making, holding, and disposing of primarily privately negotiated equity and equity-related investments in middle-market manufacturing and value-added distribution companies, with a particular focus on undermanaged businesses. The Company has full discretionary authority with respect to investment decisions, and its advice with respect to the Funds is tailored according to
the investment objectives, guidelines, and requirements as set forth in each Fund’s respective offering memoranda and advisory agreement. The Company may enter into agreements with one or more investors which have the effect of altering or supplementing the terms of the offering to the specific investor. Any terms contained in such agreements to or with an investor shall govern with respect to such investor notwithstanding the provisions of the Fund’s governing documentation. Among other things, terms may include Fund Advisory Board membership, additional notification provisions, UBTI restrictions, and most-favored nation provisions. Under certain circumstances, these agreements could create preferences or priorities for such investors compared to other limited partners. IOP is a Delaware limited liability company that was formed and began operating in 2005. The principal owners of IOP are Messrs. Kenneth Tallering and Robert Vedra (collectively, the “Principals”). IOP manages the Funds with support from Operating Principals, who are senior business managers with whom the Principals have had long-standing relationships. As of December 31, 2023, the Company advised approximately $1.249 billion of regulatory assets under management on a discretionary basis for the Funds.