Lorient Capital Management, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 17
- Avg AUM / client
- $114M
- Accounts
- 17
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $1.9B | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lorient Peregrine Investment, Lp master | Private Equity Fund | Delaware | $311M | 31 |
| Lorient Healthcare Fund Ii, Lp master | Private Equity Fund | Delaware | $239M | 36 |
| Lorient Shiftkey Investment, Lp | Private Equity Fund | Delaware | $190M | 12 |
| Lorient Healthcare Parallel Fund Ii, Lp | Private Equity Fund | Delaware | $150M | 8 |
| Transitions Acquisition, Lp | Private Equity Fund | Delaware | $95.0M | 3 |
| Lorient Healthcare Fund, Lp | Private Equity Fund | Delaware | $88.6M | 9 |
| Lorient Eagle Investment, Lp master | Private Equity Fund | Delaware | $76.7M | 14 |
| Lorient Healthcare Fund Iii, Lp master | Private Equity Fund | Delaware | $10.6M | 14 |
| Lc Ii Abd Co Invest, Lp | Private Equity Fund | Delaware | $7.6M | 1 |
| Lorient Healthcare Parallel Fund, Lp | Private Equity Fund | Delaware | $6.7M | 13 |
| Lorient Vbf Co Invest, Lp | Private Equity Fund | Delaware | $414K | 2 |
| Lorient Kcmp, Llc | Private Equity Fund | Delaware | $140K | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berman, David, Max | Manager | Sep 2015 (11y) | ≈ 37.5% – 75% via Dabermz, Llc | |
| Broome, Jordan, Barth | President | Jul 2016 (10y) | ≈ 37.5% – 75% via Broome Capital Partners, Llc | |
| Vermiglio, David, Matthew | Chief Compliance Officer And Chief Financial Officer | Mar 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dabermz, Llc | Managing Member | Jun 2018 | A | 50% – 75% |
| Broome Capital Partners, Llc | Managing Member | Jun 2018 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Berman, David, Max: 75% – 100% of Dabermz, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Broome, Jordan, Barth: 75% – 100% of Broome Capital Partners, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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 (12, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lorient Peregrine Investment, Lp | Private Equity Fund | $311M | $0 | 31 |
| Lorient Healthcare Fund Ii, Lp | Private Equity Fund | $239M | $300K | 36 |
| Lorient Shiftkey Investment, Lp | Private Equity Fund | $190M | $25.0K | 12 |
| Lorient Healthcare Parallel Fund Ii, Lp | Private Equity Fund | $150M | $1.0M | 8 |
| Transitions Acquisition, Lp | Private Equity Fund | $95.0M | $0 | 3 |
| Lorient Healthcare Fund, Lp | Private Equity Fund | $88.6M | $1.0M | 9 |
| Lorient Eagle Investment, Lp | Private Equity Fund | $76.7M | $1.0M | 14 |
| Lorient Healthcare Fund Iii, Lp | Private Equity Fund | $10.6M | $0 | 14 |
| Lc Ii Abd Co Invest, Lp | Private Equity Fund | $7.6M | $0 | 1 |
| Lorient Healthcare Parallel Fund, Lp | Private Equity Fund | $6.7M | $1.0M | 13 |
| Lorient Vbf Co Invest, Lp | Private Equity Fund | $414K | $5.0M | 2 |
| Lorient Kcmp, Llc | Private Equity Fund | $140K | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.99 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗