Carrick Capital Partners

Carrick Capital Management Company, LLC is a registered investment adviser with the SEC, established in 2011. The firm primarily serves as an investment adviser to private investment funds, focusing on software, SaaS, and technology-enabled services companies. They target middle-market growth equity investments and buyouts in tech-enabled business services and software. The firm's investment strategy involves direct investments in companies with growth potential, emphasizing high gross margins, capital efficiency, and operating leverage. Carrick Capital has approximately $1.64 billion in assets under management as of December 31, 2024, on a discretionary basis. Fees are negotiable and typically include an asset-based management fee between 0% and 2.5% annually, along with performance-based fees. The firm does not participate in wrap fee programs. Clients have limited control over their investments, with Carrick Capital having the authority to select portfolio companies and determine exit strategies. The firm's investment philosophy involves detailed operational assessment and extensive involvement post-investment. Clients receive quarterly performance reports and annual audited financial statements. Carrick Capital has not been involved in any legal or disciplinary events, and its financial condition is stable.