9AT: INDUSTRIAL OPPORTUNITY PARTNERS, LLC

other names

INDUSTRIAL OPPORTUNITY PARTNERS, LLC

Adviser Profile

As of Date	03/11/2025
ADV Location	EVANSTON, IL, United States
Adviser Type - Large advisory firm
Number of Employees	19 36%
of those in investment advisory functions	19 36%
Registration	SEC, Approved, 03/30/2012

AUM^*	1,341,488,344 16%
of that, discretionary	1,341,488,344 16%
Private Fund GAV^*	1,341,488,344 7%
Avg Account Size	447,162,781 16%
SMA’s	No
Private Funds	3 2
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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count3	GAV$1,341,488,344

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 CAPITAL PARTNERS HOLDINGS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser 22C CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM1.5b	#Funds10
Adviser SERVE CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.9b	AUM1.9b	#Funds14
Adviser CHI ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser INNOVATION X ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.4b	Real Estate Fund25.4m	Securitized Asset Fund-	Venture Capital Fund159.3m	Other Fund-	Total Private Fund GAV1.8b	AUM1.8b	#Funds21
Adviser GHK CAPITAL PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1b	AUM1.8b	#Funds11
Adviser E2P	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM1.8b	#Funds9
Adviser 1ST & MAIN GROWTH PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.5b	AUM957.4m	#Funds4
Adviser EMERALD LAKE CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7b	AUM1.5b	#Funds19
Adviser CAI MANAGER LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM1.5b	#Funds15

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.

INDUSTRIAL OPPORTUNITY PARTNERS, LLC

Adviser Profile

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