Content Partners LLC (Los Angeles)

Name: Content Partners LLC
Address: 10877 Wilshire Blvd, Los Angeles, CA, 90024
Telephone: 310-208-7300

Content Partners LLC is a large advisory firm based in Los Angeles. It manages $751.17 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Content Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Content Partners: assets under management

The assets under management (AUM) of Content Partners LLC is $751.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 221% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $751.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $187.79 million each.

Content Partners has custody of $192.01 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Content Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Content Partners serves?

The only and largest group of clients of Content Partners is pooled investment vehicles with 4 clients and $751.17 million of assets under management. Among the 8 most similar advisory firms, Content Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $751.17 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Content Partners also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $234,375 to $14,765,625.

Careers at Content Partners LLC

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Herman Kram	Managing member	1 Jan 2006	50% - 75%	2643672
Steven Edward Blume	Managing member	1 Jan 2006	50% - 75%	6085031
Daniel G Mcintosh	Chief compliance officer, executive vice president, general counsel	1 Aug 2014	Other	6472579
Daniel George Mcintosh	Chief compliance officer, executive vice president, general counsel	1 Aug 2014	Other	6472579
Cp Enterprises Llc	Owner	1 Mar 2016	25% - 50%	38-3973749
Tangiers Buyer Llc	Owner	1 Mar 2016	25% - 50%	38-3973749
Amalia Goldvaser	Chief compliance officer, general counsel	1 Jun 2017	Other	6809165

Indirect Owners

The SEC currently registers 23 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ltd. Dbd Cayman	General partner	1 Sep 2011	Other	98-0206216
Ltd. Dbd Cayman Holdings	Member	1 Sep 2011	75% - 100%	98-0684875
William Elias Conway	Non-voting member	1 Sep 2011	25% - 50%	1776820
Daniel Anthony D'aniello	Non-voting member	1 Sep 2011	25% - 50%	1723797
David Mark Rubenstein	Non-voting member	1 Sep 2011	25% - 50%	1723794
Ltd. Carlyle Offshore Partners Ii	Voting member	1 Sep 2011	75% - 100%	98-0233709
Ltd. Carlyle Offshore Partners Ii Holdings	Member	1 Sep 2011	75% - 100%	98-0684878
Carlyle Holdings Ii Gp L.L.C.	General partner	1 Nov 2011	Other	80-0783953
Carlyle Group L.P.	Sole member	1 Nov 2011	75% - 100%	45-2832612
L.P. Tc Group Cayman Investment Holdings	General partner	1 Feb 2012	Other	98-0339178
L.P. Carlyle Holdings Ii	General partner	1 May 2012	Other	98-1036577
Tc Group Cayman Investment Holdings Sub L.P.	Member	1 Oct 2014	75% - 100%	98-1038901
L.P. Cgp General Partner	Member	1 Dec 2014	Other	98-1202659
L.P. Tcg Holdings Cayman Ii	Member	1 Dec 2014	75% - 100%	98-0206218
Cgp Holdco Llc	Member	1 Apr 2015	75% - 100%	37-1784961
L.L.C. Cgh	General partner	1 Jun 2015	50% - 75%	47-2105681
L.P. Cgp Investment Holdings	Limited partner	1 Jun 2015	25% - 50%	98-1228106
Ltd. Cgp Ilp Gp	General partner	1 Jun 2015	Other	98-1226660
L.P. Carlyle Granite Holdings	Member	1 Oct 2015	25% - 50%	37-2520728
L.P. Carlyle Global Partners	Member	1 Oct 2015	25% - 50%	98-1202659
L.P. Cgp General Partner	General partner	1 Dec 2015	Other	98-1202659
Tangiers Topco Llc	Owner	1 Mar 2016	75% - 100%	47-4234412
Tangiers Midco Llc	Owner	1 Mar 2016	75% - 100%	36-4811413

Based in Los Angeles

The principal office where Content Partners LLC performs its advisory services is located at 10877 Wilshire Blvd, Los Angeles, CA 90024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-208-7300 or by fax 310-208-7426. The normal business hours are 9:30am-6:30pm on Monday - Friday. You can find more information about the New York firm at contentllc.com.