AUMdb

St. Cloud Capital Ii, Llc

SEC-registered Investment Adviser CRD 157409 · SEC file 802-107607 · Los Angeles, CA · WWW.STCLOUDCAPITAL.COM
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$113M $242M
Feb 13, 2012 Mar 23, 2016

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $238M combined gross assets

FundTypeDomicileGross assetsOwners
St. Cloud Capital Partners Iii Sbic, Lp Private Equity Fund Delaware $191M 45
St. Cloud Capital Partners Iv Sbic, Lp Private Equity Fund Delaware $45.8M 25
St. Cloud Capital Partners Ii, Lp Private Equity Fund Delaware $1.3M 20

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Geller, Marshall, Stanley Managing Member May 2007 (19y) 25% – 50%
Hom, Ben Managing Member May 2007 (19y) 25% – 50%
Rozelle, Kacy, Raymond Managing Member May 2007 (19y) 25% – 50%
Hays, James Chief Compliance Officer Apr 2009 (17y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Lautz, Robert Managing Member May 2007 A 25% – 50%

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 (3, $238M gross assets)

FundTypeGross assetsMin. investmentOwners
St. Cloud Capital Partners Iii Sbic, Lp Private Equity Fund $191M $5.0M 45
St. Cloud Capital Partners Iv Sbic, Lp Private Equity Fund $45.8M $5.0M 25
St. Cloud Capital Partners Ii, Lp Private Equity Fund $1.3M $5.0M 20

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/01/2026 1.2 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

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗