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Adviser Profile

As of Date 07/31/2024
Adviser Type - Large advisory firm
Number of Employees 73 14.06%
of those in investment advisory functions 63 18.87%
Registration SEC, Approved, 3/30/2012
AUM* 30,130,479,550 31.32%
of that, discretionary 30,130,479,550 31.32%
Private Fund GAV* 30,258,972,768 31.88%
Avg Account Size 772,576,399 -5.72%
SMA’s No
Private Funds 39 11
Contact Info 212 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
23B 20B 16B 13B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count39 GAV$30,258,972,768

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Brochure Summary

Overview

TJC LP, a Delaware limited partnership (the “Firm”), along with certain affiliated entities that serve as general partners to private equity funds (collectively, “TJC”, “us”, “we” or “our”), provides investment advisory services on a discretionary basis to various private equity funds and their related alternative investment vehicles, continuation funds and co-investment vehicles, if any (collectively, the “Funds”). The Firm was founded in 1982 and is headquartered in New York, New York, with additional offices in Chicago, Illinois, Miami, Florida and Stamford, Connecticut. The Firm’s Partnership Board and Executive Committee coordinate the business of the Firm. A. Richard Caputo, Jr., our Chairman and Chief Executive Partner, serves as Chairman of the Firm’s Partnership Board and Executive Committee. The Firm is owned by its Partners. A. Richard Caputo, Jr. owns more than 25% of the Firm. The Firm’s investment philosophy is to acquire companies in partnership with management and to support these investments with a hands-on approach which includes strategic acquisitions and value-added operational strategies that the Firm believes will generate strong investment returns. The Firm primarily targets control private equity investments and strives to invest in companies that we believe are well-managed middle-market businesses, located principally in North America, with enterprise values generally from $100 million to $2 billion. TJC strives to execute its investment
approach by focusing on the middle-market, maintaining well-developed investment origination capabilities, utilizing its deep industry knowledge, maintaining investment discipline, managing risk, creating value through its operational expertise and optimizing value at exit. TJC serves as adviser, sponsor, general partner and manager of our Funds. Each Fund is exempt from registration as an investment company under the Investment Company Act of 1940, as amended (the “Investment Company Act”), and the securities of each Fund are not subject to the registration requirements under the U.S. Securities Act of 1933, as amended (the “Securities Act”). Our investment advisory services to the Funds consist of identifying and evaluating investment opportunities, structuring, negotiating and closing investments on behalf of the Funds, managing and monitoring such investments and disposing of such investments. In providing services to the Funds, TJC’s investment advisory activities to each Fund are governed by the terms of the governing documents applicable to each Fund. Investment advice is provided directly to each Fund and not individually to the limited partners (the “Limited Partners”) of the Funds. Investment restrictions for the Funds are generally set forth in the respective governing documents of the Funds. As of December 31, 2023, TJC managed approximately $30,130,479,550 of client assets on a discretionary basis and no client assets on a non-discretionary basis.