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Adviser Profile

As of Date 06/05/2024
Adviser Type - Large advisory firm
Number of Employees 8 -11.11%
of those in investment advisory functions 5
Registration SEC, Approved, 4/9/2014
Other registrations (1)
AUM* 877,677,812 27.62%
of that, discretionary 877,677,812 27.62%
Private Fund GAV* 877,677,813 27.62%
Avg Account Size 87,767,781 14.86%
SMA’s No
Private Funds 5
Contact Info 415 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
722M 619M 516M 412M 309M 206M 103M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$117,752,112
Fund TypePrivate Equity Fund Count4 GAV$759,925,701

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Brochure Summary

Overview

HCSF Management, LLC (“Headlands Capital”) is a Delaware limited liability company organized in March, 2012. Prior to March, 2012, HCSF Management, LLC conducted business as Headlands Capital Advisors, LP (“Headlands Capital Advisors”) since 2006. Headlands Capital provides advisory and portfolio management services to pooled investment vehicles, including Headlands Strategic Opportunities Fund, LP (“Headlands Strategic Opportunities Fund”), Headlands Capital Secondary Fund, LP (“Headlands I”), Headlands Capital Secondary Fund II, LP (“Headlands II”), Headlands Capital Offshore, LP (“Headlands Offshore”), Headlands Capital Secondary Fund III, LP (“Headlands III”), Headlands Capital Offshore III, LP (“Headlands Offshore III”), Headlands Capital Secondary Fund IV, LP (“Headlands IV”), and Headlands Capital Offshore IV, LP (“Headlands Offshore IV”, together with Headlands Strategic Opportunities Fund, Headlands I, Headlands II, Headland Offshore, Headlands III, Headlands Offshore III and Headlands IV, the “Fund Clients”) and certain other pooled investment vehicles which co-invest in certain portfolio investments made by the Fund Clients (each, a “Co-Invest Fund”). Throughout this brochure,
“Clients” shall be used to refer to the pooled investment vehicles managed by Headlands Capital, including the Fund Clients, and “investors” shall be used to refer to those vehicles’ underlying investors. Headlands Capital is indirectly principally owned by David E. Park, III. Advisory Services Headlands Capital provides discretionary advisory and portfolio management services to its Fund Clients according to the investment objectives and strategies described in the offering documents of each Fund Client. These objectives and strategies may limit the concentration and geography of the Clients’ investments or limit Headlands Capital’s investments in certain asset classes. Headlands Capital may further tailor its advisory services to the specific needs of a Fund Client as may be necessary, appropriate or negotiated from time to time. Headlands Capital does not participate in any wrap fee programs. As of December 31, 2023, Headlands Capital had discretionary Client assets under management of approximately $877,677,812. Advisory Services Tailoring Client accounts are managed according to the strategies and objectives set out in each Client’s constituent documents.