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Adviser Profile

As of Date 06/04/2024
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 15 7.14%
of those in investment advisory functions 15 7.14%
Registration SEC, Approved, 5/4/2012
AUM* 3,549,357,374 -2.42%
of that, discretionary 3,549,357,374 -2.42%
Private Fund GAV* 3,544,023,090 -2.47%
Avg Account Size 443,669,672 -26.81%
% High Net Worth 12.50% 100.00%
SMA’s Yes
Private Funds 7 2
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- 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
5B 4B 3B 3B 2B 1B 653M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$3,507,996,180
Fund TypePrivate Equity Fund Count2 GAV$34,912,449
Fund TypeOther Private Fund Count2 GAV$1,114,461

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Brochure Summary

Overview

For purposes of this brochure, “Wildcat” means Wildcat Capital Management, LLC, a Delaware limited liability company formed on October 17, 2011. Wildcat is an investment adviser owned and managed by Leonard Potter, its President and Chief Investment Officer. Wildcat provides investment advisory services to a variety of different clients, which can include investment vehicles that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”), individuals, limited partnerships, limited liability companies, Continuation Vehicles (as defined below), trusts, charitable organizations and other entities and accounts (collectively, the “Clients”). Wildcat provides investment supervisory services to each Client in accordance with the limited partnership agreement (or analogous organizational document) of such Client or separate investment and advisory, investment management or portfolio management agreement(s) (each, a “Management Agreement”). Services are provided to the Clients in accordance with the Management Agreements with the Clients and/or organizational documents of the applicable Client. Investment restrictions for the Clients, if any, are generally established in the organizational or offering documents of the applicable Client, Management Agreements and/or side letter agreements negotiated with investors in the applicable Client (such documents collectively, a Client’s “Organizational Documents”). Wildcat
provides investment advisory services, which includes giving advice to Clients and making investments for Clients based on the needs of such Clients. These services may include: (i) development and implementation of investment strategies, including asset allocation strategies, (ii) identification and sourcing of investment opportunities, (iii) analysis and assessment of investment opportunities, (iv) execution of investments, (v) monitoring of investments and (vi) disposition of investments. In furtherance of each Client’s investment objectives and strategies, Wildcat allocates assets of the Clients to third-party private investment funds, funds of funds and other pooled vehicles (“Investment Funds”) managed by professional fund managers, including hedge fund managers, private equity managers, and other asset class managers (“Fund Managers”). Wildcat also allocates assets of the Clients to a fund advised by Wildcat or to a fund advised by an affiliated investment manager or an investment manager in which Wildcat, its officers and/or employees have an interest (each, a “Related Fund Manager”). Wildcat may also invest assets of the Clients in businesses in which Wildcat or its officers and/or employees may have an interest. Wildcat generally tailors its advisory services and investment strategies to the needs and goals of each Client, factoring in such Client’s risk profile, desired asset allocation, liquidity needs, and any applicable investment restrictions, among other items. As of December 31, 2023, Wildcat managed on a discretionary basis a total of $3,526,905,271 of client assets.