Auldbrass Partners, Lp
- Regulatory AUM
- $413M
- Discretionary
- $413M
- Clients
- 5
- Avg AUM / client
- $82.6M
- Accounts
- 5
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $413M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $511M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Auldbrass Partners Spv I, Lp master | Private Equity Fund | Delaware | $220M | 2 |
| Auldbrass Partners Secondary Opportunity Fund Iii, Lp master | Private Equity Fund | Delaware | $209M | 53 |
| Auldbrass Partners Secondary Opportunity Fund Ii, Lp master | Private Equity Fund | Delaware | $71.3M | 17 |
| Auldbrass Partners Ap Citi Fund, Lp master | Private Equity Fund | Delaware | $11.0M | 2 |
| Auldbrass Partners Secondary Opportunity Fund, Lp master | Private Equity Fund | Delaware | $109K | 7 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sanders, Howard, Lee | Limited Partner | Aug 2011 (15y) | ≈ 56.25% – 100% via Auldbrass Holdings, Llc | |
| Sanders, Karen, Rudder | Limited Partner | Aug 2011 (15y) | Less than 5% | |
| Salley, Christopher | Chief Operating Officer | Jul 2012 (14y) | Less than 5% | |
| Watson, Stephen, J | Chief Financial Officer/Chief Compliance Officer | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Auldbrass Holdings, Llc | General Partner | Aug 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):
- Sanders, Howard, Lee: 75% – 100% of Auldbrass Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (5, $511M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Auldbrass Partners Spv I, Lp | Private Equity Fund | $220M | $1.0M | 2 |
| Auldbrass Partners Secondary Opportunity Fund Iii, Lp | Private Equity Fund | $209M | $1.0M | 53 |
| Auldbrass Partners Secondary Opportunity Fund Ii, Lp | Private Equity Fund | $71.3M | $1.0M | 17 |
| Auldbrass Partners Ap Citi Fund, Lp | Private Equity Fund | $11.0M | $1.0M | 2 |
| Auldbrass Partners Secondary Opportunity Fund, Lp | Private Equity Fund | $109K | $50.0K | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 2.07 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 29, 2026.
View current Form ADV (SEC/IAPD) ↗