Civc Partners, L.P. (Chicago)

Name: Civc Partners, L.P.
Address: 191 North Wacker Drive, Chicago, IL, 60606 1904
Telephone: (312) 873-7300

Civc Partners, L.P. is a large advisory firm based in Chicago. It manages $692.6 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.

Civc Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Civc Partners: assets under management

The assets under management (AUM) of Civc Partners, L.P. is $692.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and $33.25 million of the total AUM is attributable to clients outside of the United States.

The firm manages $692.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.26 million each.

Civc Partners has custody of $692.6 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Civc Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Civc Partners serves?

The only and largest group of clients of Civc Partners is pooled investment vehicles with 10 clients and $692.6 million of assets under management. Among the 8 most similar advisory firms, Civc Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $692.6 million for 10 clients. None of the firm’s clients are foreign persons or businesses.

Civc Partners also advises several private funds. Namely, ten private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Civc Partners, L.P.

The company employs 16 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Martin Geneser	Chief financial officer	1 Jun 2002	Other	6025849
Keith Hideo Yamada	Limited partner	1 Jun 2003	Other	6025851
Marcus David Wedner	General partner	1 Jun 2003	Other	6025858
Christopher James Perry	General partner	1 Jun 2003	Other	6025860
Daniel Glen Helle	General partner	1 Jun 2003	Other	6025862
John Henry Compall	Limited partner	1 Jun 2003	Other	6025867
David Ross Miller	Limited partner	1 Jan 2010	Other	6025931
Scott Michael Schwartz	Limited partner	1 Jan 2010	Other	6025933
Christopher Martin Geneser	Chief compliance officer	1 Feb 2012	Other	6025849
John David Wright	Limited partner	1 Apr 2017	Other	5183959

Based in Chicago

The principal office where Civc Partners, L.P. performs its advisory services is located at 191 North Wacker Drive, Chicago, IL 60606 1904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (312) 873-7300 or by fax (312) 873-7301. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at civc.com.