Beringea, Llc
- Regulatory AUM
- $270M
- Discretionary
- $106M
- Clients
- 4
- Avg AUM / client
- $67.5M
- Accounts
- 4
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $270M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $220M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Michigan Growth Capital Partners Iv, Lp | Private Equity Fund | Delaware | $92.7M | 2 |
| Michigan Growth Capital Iii, Lp Beringea Series | Private Equity Fund | Delaware | $73.7M | 2 |
| Michigan Growth Capital Partners Ii, Lp Beringea Series | Private Equity Fund | Delaware | $37.2M | 2 |
| Michigan Growth Capital Partners, Lp Beringea Series | Private Equity Fund | Delaware | $16.5M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moss, Malcolm, Kennedy | Senior Managing Partner | Nov 2001 (25y) | 50% – 75% | |
| Rothstein, Charles, Philip | Senior Managing Partner | Nov 2001 (25y) | 50% – 75% | |
| Shipley, Leslie, Ann | Chief Compliance Officer | Jan 2012 (15y) | Less than 5% |
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 (4, $220M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Michigan Growth Capital Partners Iv, Lp | Private Equity Fund | $92.7M | $25.0M | 2 |
| Michigan Growth Capital Iii, Lp Beringea Series | Private Equity Fund | $73.7M | $5.0M | 2 |
| Michigan Growth Capital Partners Ii, Lp Beringea Series | Private Equity Fund | $37.2M | $5.0M | 2 |
| Michigan Growth Capital Partners, Lp Beringea Series | Private Equity Fund | $16.5M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 1.97 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
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 05, 2026.
View current Form ADV (SEC/IAPD) ↗