Falfurrias Management Partners Lp
- Regulatory AUM
- $3.7B
- Discretionary
- $3.7B
- Clients
- 7
- Avg AUM / client
- $530M
- Accounts
- 7
- Employees
- 55
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $3.7B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $3.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Falfurrias Capital Partners Iv, Lp | Private Equity Fund | Delaware | $1.1B | 87 |
| Falfurrias Capital Partners V Lp | Private Equity Fund | Delaware | $971M | 103 |
| Falfurrias Capital Partners Iii, Lp | Private Equity Fund | Delaware | $726M | 79 |
| Falfurrias Growth Partners I Lp | Private Equity Fund | Delaware | $390M | 99 |
| Falfurrias Capital Partners Ii Lp | Private Equity Fund | Delaware | $33.5M | 42 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcmahan, William, Edwin | Managing Partner, Falfurrias Management Partners Lp | Aug 2006 (20y) | 50% – 75% | |
| Oken, Celene, Delgado | Member | Aug 2006 (20y) | ≈ 12.5% – 37.5% via High Hopes Equity Ii Llc | |
| Oken, Marc, Denis | Chairman, Falfurrias Management Partners Lp | Aug 2006 (20y) | ≈ 12.5% – 37.5% via High Hopes Equity Ii Llc | |
| Schonberg, Joseph, J | Chief Financial Officer, Falfurrias Management Partners Lp | Oct 2006 (20y) | Less than 5% | |
| Matthew, Kilian | Chief Compliance Officer, Falfurrias Management Partners Lp | Jun 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| High Hopes Equity Ii Llc | Limited Partner, Falfurrias Management Partners Lp | Jan 2019 | A | 50% – 75% |
| High Hopes Management Llc | General Partner, Falfurrias Management Partners Lp | Jan 2018 | A | Less than 5% |
| Irrevocable Trust For William Edwin Mcmahan, Jr. | Limited Partner, Falfurrias Management Partners Lp | Aug 2006 | A | Less than 5% |
Estimated effective ownership (look-through of filed bands):
- Oken, Celene, Delgado: 25% – 50% of High Hopes Equity Ii Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Oken, Marc, Denis: 25% – 50% of High Hopes Equity Ii Llc × 50% – 75% direct ≈ 12.5% – 37.5% 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, $3.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Falfurrias Capital Partners Iv, Lp | Private Equity Fund | $1.1B | $5.0M | 87 |
| Falfurrias Capital Partners V Lp | Private Equity Fund | $971M | $850M | 103 |
| Falfurrias Capital Partners Iii, Lp | Private Equity Fund | $726M | $5.0M | 79 |
| Falfurrias Growth Partners I Lp | Private Equity Fund | $390M | $5.0M | 99 |
| Falfurrias Capital Partners Ii Lp | Private Equity Fund | $33.5M | $1.0M | 42 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.02 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗