Housatonic Management Company, Inc.
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 13
- Avg AUM / client
- $132M
- Accounts
- 13
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.7B | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Housatonic Equity Investors Vi, L.P. | Private Equity Fund | Delaware | $580M | 50 |
| Housatonic Equity Investors V L.P. | Private Equity Fund | Delaware | $272M | 90 |
| Housatonic Equity Investors Vii, Lp | Private Equity Fund | Delaware | $247M | 54 |
| Housatonic Equity Investors Iv L.P. | Private Equity Fund | Delaware | $95.6M | 95 |
| Housatonic Iv Cf, L.P. | Private Equity Fund | Delaware | $74.0M | 36 |
| Housatonic Equity Affiliates Vii, Lp | Private Equity Fund | Delaware | $34.9M | 39 |
| Housatonic Equity Affiliates Vi L.P. | Private Equity Fund | Delaware | $27.8M | 21 |
| Housatonic Cf Ii, L.P. | Private Equity Fund | Delaware | $21.1M | 41 |
| Housatonic Equity Affiliates V L.P. | Private Equity Fund | Delaware | $8.2M | 10 |
| Housatonic Equity Affiliates Iv L.P. | Private Equity Fund | Delaware | $4.7M | 13 |
| Housatonic Equity Investors Iia L.P. | Private Equity Fund | Delaware | $1.8M | 73 |
| Housatonic Equity Investors Ii L.P. | Private Equity Fund | Delaware | $1.3M | 66 |
| Housatonic Equity Investors Sbic L.P. | Private Equity Fund | Delaware | $25.9K | 2 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jackson, Michael, Charles | Special Limited Partner | Jan 1994 (33y) | 10% – 25% | |
| Wasdworth, Eliot, (Nmn) | Special Limited Partner | Jan 1994 (33y) | 10% – 25% | |
| Grousbeck, H., Irving | Trustee Of The H. Irving Grousbeck Revocable Trust | Dec 1995 (31y) | 10% – 25% | |
| Reynolds, Barry, D. (Mi Only) | Managing Director | Mar 1998 (28y) | 10% – 25% | |
| Raimondi, Jill, A. (Mi Only) | Chief Financial Officer | Sep 1999 (27y) | Less than 5% | |
| Niehaus, Joseph, M. (Mi Only) | Managing Director And Chief Compliance Officer | May 2001 (25y) | 10% – 25% | |
| Hilderbrand, Mark, G. (Mi Only) | Managing Director | Sep 2006 (20y) | Less than 5% | |
| Dodd, Alexander, Charles | Managing Director | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The H. Irving Grousbeck Revocable Trust | Member | Dec 1995 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Housatonic Equity Investors Vi, L.P. | Private Equity Fund | $580M | $5.0M | 50 |
| Housatonic Equity Investors V L.P. | Private Equity Fund | $272M | $5.0M | 90 |
| Housatonic Equity Investors Vii, Lp | Private Equity Fund | $247M | $5.0M | 54 |
| Housatonic Equity Investors Iv L.P. | Private Equity Fund | $95.6M | $300K | 95 |
| Housatonic Iv Cf, L.P. | Private Equity Fund | $74.0M | $5.0M | 36 |
| Housatonic Equity Affiliates Vii, Lp | Private Equity Fund | $34.9M | $500K | 39 |
| Housatonic Equity Affiliates Vi L.P. | Private Equity Fund | $27.8M | $500K | 21 |
| Housatonic Cf Ii, L.P. | Private Equity Fund | $21.1M | $5.0M | 41 |
| Housatonic Equity Affiliates V L.P. | Private Equity Fund | $8.2M | $300K | 10 |
| Housatonic Equity Affiliates Iv L.P. | Private Equity Fund | $4.7M | $300K | 13 |
| Housatonic Equity Investors Iia L.P. | Private Equity Fund | $1.8M | $500K | 73 |
| Housatonic Equity Investors Ii L.P. | Private Equity Fund | $1.3M | $500K | 66 |
| Housatonic Equity Investors Sbic L.P. | Private Equity Fund | $25.9K | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 3.78 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CARRIED INTEREST ALLOCATIONS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗