Teakwood Management, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2024
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $88.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Teakwood Capital Iii, Lp | Private Equity Fund | Delaware | $53.2M | 28 |
| Teakwood Capital Iii (Parallel), L.P. | Private Equity Fund | Delaware | $16.1M | 3 |
| Teakwood Capital Iii (Co Investment), L.P. | Private Equity Fund | Delaware | $15.2M | 1 |
| Teakwood Capital Ii, L.P. | Private Equity Fund | Delaware | $2.9M | 62 |
| Teakwood Capital Ii (Parallel), L.P. | Private Equity Fund | Delaware | $1.0M | 4 |
| Teakwood Capital, L.P. | Private Equity Fund | Delaware | $36.5K | 48 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly, Shawn, L. | Managing Member | Jun 2005 (21y) | 75% or more | |
| York, Chad, Cristin | Chief Financial Officer | Feb 2016 (11y) | Less than 5% | |
| Hustis, Jonathan, Karl | Managing Director, Chief Compliance Officer, General Counsel | May 2016 (10y) | Less than 5% |
Undisclosed: 0% – 25% 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 (6, $88.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Teakwood Capital Iii, Lp | Private Equity Fund | $53.2M | $0 | 28 |
| Teakwood Capital Iii (Parallel), L.P. | Private Equity Fund | $16.1M | $0 | 3 |
| Teakwood Capital Iii (Co Investment), L.P. | Private Equity Fund | $15.2M | $0 | 1 |
| Teakwood Capital Ii, L.P. | Private Equity Fund | $2.9M | $100K | 62 |
| Teakwood Capital Ii (Parallel), L.P. | Private Equity Fund | $1.0M | $100K | 4 |
| Teakwood Capital, L.P. | Private Equity Fund | $36.5K | $125K | 48 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2024 | 1.4 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
Not reported.
Custody
Firm reports it does not have 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: Jul 08, 2024.
View current Form ADV (SEC/IAPD) ↗