Integrum Holdings Lp
- Regulatory AUM
- $5.5B
- Discretionary
- $5.5B
- Clients
- 12
- Avg AUM / client
- $457M
- Accounts
- 12
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $5.5B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Integrum Capital Partners Lp | Private Equity Fund | Delaware | $1.3B | 139 |
| Integrum Usi Co Invest Ii Lp | Private Equity Fund | Delaware | $222M | 14 |
| Integrum Barangaroo Co Invest I Lp | Private Equity Fund | Delaware | $151M | 2 |
| Integrum Nyc Co Invest Lp | Private Equity Fund | Delaware | $30.2M | 6 |
| Integrum Usi Co Invest Lp | Private Equity Fund | Delaware | $23.6M | 1 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goldthorpe, Edward, Joseph | Trustee Of Olson 2019 Family Trust | Nov 2019 (7y) | Less than 5% | |
| Olson, Colleen, Marie | Trustee Of Olson 2019 Family Trust | Nov 2019 (7y) | 10% – 25% | |
| Burns, Ursula, Maxine | Limited Partner And Member Of Management Committee | Mar 2021 (5y) | ≈ 18.75% – 50% via Welwyn Garden Llc | |
| Kunzer, Richard, Euan Francis | Limited Partner And Member Of Management Committee | Mar 2021 (5y) | ≈ 7.5% – 25% via Northumbria Llc | |
| Olson, Tagar, C | Limited Partner And Member Of Management Committee | Mar 2021 (5y) | ≈ 0% – 5% via Integrum Holdings Llc | |
| Horowitz, Gary, Ian | Chief Compliance Officer And General Counsel | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Welwyn Garden Llc | Limited Partner | Dec 2021 | A | 25% – 50% |
| Olson 2019 Family Trust | Limited Partner | Dec 2021 | A | 10% – 25% |
| Northumbria Llc | Limited Partner | Dec 2021 | A | 10% – 25% |
| Integrum Holdings Llc | General Partner | Mar 2021 | A | Less than 5% |
| Melissa Bean 2021 Irrevocable Trust | Member | Dec 2021 | B | ≈ 12.5% – 37.5% via Welwyn Garden Llc |
Estimated effective ownership (look-through of filed bands):
- Burns, Ursula, Maxine: 75% – 100% of Welwyn Garden Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Kunzer, Richard, Euan Francis: 75% – 100% of Northumbria Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Olson, Tagar, C: 75% – 100% of Integrum Holdings Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Melissa Bean 2021 Irrevocable Trust: 50% – 75% of Welwyn Garden Llc × 25% – 50% direct ≈ 12.5% – 37.5% 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 (5, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Integrum Capital Partners Lp | Private Equity Fund | $1.3B | $10.0M | 139 |
| Integrum Usi Co Invest Ii Lp | Private Equity Fund | $222M | $0 | 14 |
| Integrum Barangaroo Co Invest I Lp | Private Equity Fund | $151M | $150M | 2 |
| Integrum Nyc Co Invest Lp | Private Equity Fund | $30.2M | $1.7M | 6 |
| Integrum Usi Co Invest Lp | Private Equity Fund | $23.6M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 3.54 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 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: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗