Auldbrass Partners, Lp

Auldbrass Partners, LP is a registered investment adviser based in New York, established in 2011. The firm primarily serves institutional investors through private pooled investment vehicles, focusing on acquiring secondary interests in middle market buyout, global buyout, and growth equity opportunities. Managed by Howard Sanders and Chris Salley, the firm manages $348,933,000 in client assets on a discretionary basis as of December 31, 2024. Auldbrass charges management fees quarterly, outlined in the Limited Partnership Agreement for each Fund. The firm's investment strategy involves seeking high-quality private equity opportunities primarily through secondary transactions, partnering with institutional quality managers for informed investment decisions. Clients must be accredited investors or qualified purchasers, with minimum investment requirements for the Funds. Auldbrass emphasizes risk factors, including economic conditions, competition for investments, and reliance on the General Partner and Advisors. The firm discloses no disciplinary events and maintains a Code of Ethics for business conduct. Auldbrass does not receive compensation for client referrals and does not accept soft dollars for research. The firm exercises investment discretion based on each Fund's governing documents, with restrictions set by the General Partner. Auldbrass provides audited financial statements and reports to investors regularly and follows custody procedures in compliance with regulations.