Carousel Capital Management Company, L.P.
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 10
- Avg AUM / client
- $191M
- Accounts
- 10
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $1.9B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Carousel Capital Partners Vi, L.P. | Private Equity Fund | Delaware | $671M | 71 |
| Carousel Capital Partners V, Lp | Private Equity Fund | Delaware | $511M | 46 |
| Carousel Capital Partners Iv, Lp | Private Equity Fund | Delaware | $137M | 32 |
| Carousel Capital Apex Spv, L.P. | Private Equity Fund | Delaware | $92.3M | 30 |
| Carousel Capital Ceo Fund V, Lp | Private Equity Fund | Delaware | $45.9M | 61 |
| Carousel Capital Apex Rollover Partners, L.P. | Private Equity Fund | Delaware | $36.1M | 30 |
| Carousel Capital Ceo Fund Vi, L.P. | Private Equity Fund | Delaware | $32.1M | 52 |
| Carousel Capital Company Iv Apex Rollover Partnership, L.P. | Private Equity Fund | Delaware | $27.3M | 6 |
| Carousel Capital Ceo Fund Iv, Lp | Private Equity Fund | Delaware | $21.8M | 60 |
| Carousel Capital Partners Iv Pv, Lp | Private Equity Fund | Delaware | $1.3M | 3 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grigg, Charles, Smith | Managing Limited Partner | Jan 2008 (19y) | 25% – 50% | |
| Schmidly, Jason, Charles | Managing Limited Partner | Jan 2008 (19y) | 25% – 50% | |
| Eassa, Daniel, James | Chief Financial Officer And Chief Compliance Officer | Jul 2019 (7y) | Less than 5% | |
| Clark, Peter, L. | Limited Partner | Jan 2021 (6y) | 10% – 25% | |
| Welch, Alan, Christopher | Limited Partner | Jan 2021 (6y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Carousel Capital Management Company, Llc | General Partner | Jan 2008 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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 (10, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Carousel Capital Partners Vi, L.P. | Private Equity Fund | $671M | $500K | 71 |
| Carousel Capital Partners V, Lp | Private Equity Fund | $511M | $500K | 46 |
| Carousel Capital Partners Iv, Lp | Private Equity Fund | $137M | $1.0M | 32 |
| Carousel Capital Apex Spv, L.P. | Private Equity Fund | $92.3M | $150K | 30 |
| Carousel Capital Ceo Fund V, Lp | Private Equity Fund | $45.9M | $500K | 61 |
| Carousel Capital Apex Rollover Partners, L.P. | Private Equity Fund | $36.1M | $133K | 30 |
| Carousel Capital Ceo Fund Vi, L.P. | Private Equity Fund | $32.1M | $500K | 52 |
| Carousel Capital Company Iv Apex Rollover Partnership, L.P. | Private Equity Fund | $27.3M | $500K | 6 |
| Carousel Capital Ceo Fund Iv, Lp | Private Equity Fund | $21.8M | $500K | 60 |
| Carousel Capital Partners Iv Pv, Lp | Private Equity Fund | $1.3M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 3.01 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗