Graycliff Partners Lp
- Regulatory AUM
- $2.0B
- Discretionary
- $1.8B
- Clients
- 15
- Avg AUM / client
- $132M
- Accounts
- 16
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $193M | 9.76% |
| Pooled investment vehicles (non-investment companies) | 15 | $1.8B | 90.2% |
Private funds (16)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $2.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Graycliff Private Equity Iv, Lp | Private Equity Fund | Delaware | $510M | 0 |
| Graycliff Private Equity V Lp | Private Equity Fund | Delaware | $445M | 80 |
| Graycliff Mezzanine Iii (Sbic) Lp | Private Equity Fund | Delaware | $288M | 25 |
| Graycliff Mezzanine Iv (Sbic) Lp | Private Equity Fund | Delaware | $273M | 34 |
| Graycliff Private Equity Iv Parallel Lp | Private Equity Fund | Delaware | $193M | 17 |
| Graycliff Private Equity V Parallel Lp | Private Equity Fund | Delaware | $155M | 15 |
| Graycliff Mezzanine Iii Lp | Private Equity Fund | Delaware | $81.1M | 16 |
| Graycliff Mezzanine Ii, Lp | Private Equity Fund | Delaware | $55.1M | 21 |
| Graycliff Private Equity Partners Iii (Nys) Lp | Private Equity Fund | Delaware | $49.2M | 1 |
| Graycliff Private Equity Partners Iii, Lp | Private Equity Fund | Delaware | $42.7M | 16 |
| Graycliff Private Equity Partners Iii European Lp | Private Equity Fund | Delaware | $41.0M | 2 |
| Graycliff Private Equity Partners Iii Parallel, Lp | Private Equity Fund | Cayman Islands | $36.4M | 3 |
| Graycliff Mezzanine Ii Parallel Lp | Private Equity Fund | Delaware | $20.6M | 13 |
| Graycliff Mezzanine Investors Iii Llc | Private Equity Fund | Delaware | $11.1M | 20 |
| Scd Investors, Llc | Private Equity Fund | Delaware | $267K | 3 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Amica Pension Fund Amica Mutual Insurance Company | 2024 | |
| Group Retirement Income Plan No. 10 Cc Services, Inc. | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hindmarch, Stephen, Christopher | Principal | Sep 2011 (15y) | Less than 5% | |
| Schaefer, Steven, John | Chief Compliance Officer | Sep 2011 (15y) | Less than 5% | |
| Trigg, Andrew, Peter | Principal | Nov 2011 (15y) | ≈ 37.5% – 75% via Graycliff Partners Gp Llc | |
| Henderson, Will, Crawford | Principal | Aug 2016 (10y) | Less than 5% | |
| Punhong, Duke, Michael | Principal | Aug 2016 (10y) | Less than 5% | |
| Martindale, Brandon, Curtis | Managing Director | Dec 2020 (6y) | ≈ 18.75% – 50% via Graycliff Partners Gp Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Graycliff Partners Gp Llc | General Partner | Sep 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Trigg, Andrew, Peter: 50% – 75% of Graycliff Partners Gp Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Martindale, Brandon, Curtis: 25% – 50% of Graycliff Partners Gp Llc × 75% – 100% direct ≈ 18.75% – 50% 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 (16, $2.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Graycliff Private Equity Iv, Lp | Private Equity Fund | $510M | $1.0M | 0 |
| Graycliff Private Equity V Lp | Private Equity Fund | $445M | $250K | 80 |
| Graycliff Mezzanine Iii (Sbic) Lp | Private Equity Fund | $288M | $250K | 25 |
| Graycliff Mezzanine Iv (Sbic) Lp | Private Equity Fund | $273M | $250K | 34 |
| Graycliff Private Equity Iv Parallel Lp | Private Equity Fund | $193M | $1.0M | 17 |
| Graycliff Private Equity V Parallel Lp | Private Equity Fund | $155M | $250K | 15 |
| Graycliff Mezzanine Iii Lp | Private Equity Fund | $81.1M | $250K | 16 |
| Graycliff Mezzanine Ii, Lp | Private Equity Fund | $55.1M | $250K | 21 |
| Graycliff Private Equity Partners Iii (Nys) Lp | Private Equity Fund | $49.2M | $1.0M | 1 |
| Graycliff Private Equity Partners Iii, Lp | Private Equity Fund | $42.7M | $1.0M | 16 |
| Graycliff Private Equity Partners Iii European Lp | Private Equity Fund | $41.0M | $1.0M | 2 |
| Graycliff Private Equity Partners Iii Parallel, Lp | Private Equity Fund | $36.4M | $1.0M | 3 |
| Graycliff Mezzanine Ii Parallel Lp | Private Equity Fund | $20.6M | $250K | 13 |
| Graycliff Mezzanine Investors Iii Llc | Private Equity Fund | $11.1M | $250K | 20 |
| Scd Investors, Llc | Private Equity Fund | $267K | $100K | 3 |
| Graycliff Mezzanine Investors Llc | Private Equity Fund | $0 | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Amica Pension Fund | Amica Mutual Insurance Company | 2,053 | $1.7B | 01/01/2024 |
| Group Retirement Income Plan No. 10 | Cc Services, Inc. | 2,424 | $2.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 4.55 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Hsbc Bank Usa, N.A. $193M (10% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗