Buildgroup Management

BuildGroup Management, LLC is an SEC-registered investment adviser established in March 2015 by Jim Curry and Lanham Napier. The firm specializes in providing advisory services to privately offered pooled investment vehicles primarily investing in private software and technology companies. BuildGroup Management exercises discretionary authority in managing client assets, focusing on direct equity control investments in portfolio companies. The firm's investment strategy includes deploying flexible growth frameworks, providing counsel to portfolio company leadership, and focusing on long-term foundation building. Clients must be accredited investors or qualified purchasers, with a minimum initial capital commitment typically set at $10,000,000. BuildGroup Management had approximately $536,979,841 in regulatory assets under management as of December 31, 2024. The firm's fee structure involves the payment of operating expenses by BuildGroup LLC, with performance distributions to principals and affiliates based on profits. BuildGroup Management has a Code of Ethics in place and reviews client accounts quarterly. The firm has custody of client assets and exercises investment discretion. Additionally, BuildGroup Management has policies in place for proxy voting and does not have any financial commitments impairing its ability to meet client obligations.