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Adviser Profile

As of Date 03/30/2024
Adviser Type - Large advisory firm
Number of Employees 48 33.33%
of those in investment advisory functions 23 -11.54%
Registration SEC, Approved, 2/28/2012
AUM* 3,584,270,165 2.59%
of that, discretionary 3,584,270,165 2.59%
Private Fund GAV* 3,821,194,821 2.96%
Avg Account Size 132,750,747 -1.21%
SMA’s No
Private Funds 25 1
Contact Info 646 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
3B 3B 2B 2B 1B 998M 499M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count25 GAV$3,821,194,821

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Brochure Summary

Overview

A. DESCRIPTION OF THE ADVISORY FIRM 10th Lane Partners, LP is a limited partnership organized in the state of Delaware. This firm was formed in June 2008, and the principal owners are Upacala Theresa Mapatuna and Quinn Dangerfield Morgan. B. TYPES OF ADVISORY SERVICES 10th Lane Partners, LP and its wholly-owned subsidiary, Centre Lane Partners, LLC, (hereinafter “10th Lane Partners,” “the Registrant,” “the Firm,” “we,” “us,” “our,”) offers the following services to advisory clients: 1. INVESTMENT SUPERVISORY SERVICES 10th Lane Partners is the investment manager to select Private Limited Partnerships (the “Funds”). The Funds are “pooled investment vehicles” and are the clients of the Firm. The Firm offers ongoing portfolio management services based on the goals, objectives, time horizon, and risk tolerance of each Fund. Investment Supervisory Services include, but are not limited to, the following: • Investment strategy; • Asset allocation;
• Asset selection; • Risk tolerance; and
• Regular portfolio monitoring 10th Lane Partners aims to create and increase the value of the Funds’ portfolios. 10th Lane Partners will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. 2. PERFORMANCE BASED FEES Qualified investors may be charged performance fees based on net profits above a mutually agreed upon preferred return. 3. SERVICES LIMITED TO SPECIFIC TYPES OF INVESTMENTS 10th Lane Partners generally focuses its investment advice and management to private equity and private credit investments. 10th Lane Partners may use other instruments as well to help diversify a Fund’s portfolio or facilitate its investment strategy when applicable. 4. CO-INVESTMENT AND SPECIAL PURPOSE VEHICLES 10th Lane Partners has formed (and continues to form) and manage co-investment vehicles (“Co- Investment Vehicles”) that pool funds of related persons, affiliates and/or third parties to co- invest directly or indirectly as limited partners or equities owners in entities sponsored, operated and/or managed by 10th Lane Partners. To implement its investment strategy, a Co-Investment Vehicle typically acquires minority ownership interests in one or more 10th Lane Partners Affiliated Entities and participates as an owner in all investments made by such 10th Lane Partners Affiliated Entity. In addition, 10th Lane Partners may provide participations to or form special purpose vehicles (“SPV”)
with certain third party investors. The Funds, the SPVs and the Co-Investment Vehicles are sometimes collectively referred to herein as the “Funds.” C. CLIENT TAILORED SERVICES AND CLIENT IMPOSED RESTRICTIONS Generally, an affiliate of 10th Lane Partners serves as the general partner of each Fund (each, a “General Partner”), and 10th Lane Partners or an affiliate offers a suite of services to each of the Funds based on the investment objectives of each individual fund. However, specific investment process decisions are dependent upon each of the Fund’s offering documents, investment management agreements, and operating agreements (“Governing Documents”) in place. In conjunction with each Fund’s Governing Documents, a Fund can impose restrictions in investing in certain securities or types of securities to facilitate its investments objectives. In addition, subject to the terms of the Governing Documents, as described below, 10th Lane Partners has entered into agreements, (such as side letters), with, (and/or offered co-investment opportunities to), certain limited partners of the Funds managed by 10th Lane Partners, and may enter into these agreements and/or offer co-investment opportunities to certain of its limited partners in the future, in each case without the approval of any other limited partners. Side letters and co-investment opportunities may be granted to, among other reasons, to incentivize or permit limited partners to invest with Funds managed by 10th Lane Partners, invest certain amounts or invest with Funds managed by 10th Lane Partners in the future. Side letters or other similar agreements have the effect of establishing rights under, altering or supplementing the terms of the relevant Funds’ Governing Documents with respect to one or more such limited partners in a manner that could be more favorable to such limited partners than those applicable to other limited partners. For example, the side letters or other similar agreements may reduce or waive certain of the fees applicable to limited partners. D. AMOUNTS UNDER MANAGEMENT 10th Lane Partners has the following regulatory assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $3.6 Billion $ - 12/31/2023 For purposes of calculating our regulatory assets under management, we have excluded the assets and commitments of certain Co-Investment Vehicles and SPVs which are attributable to other private funds managed by 10th Lane Partners and are included elsewhere.