AUMdb

Nexphase Capital, Lp

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 281893 · SEC file 801-106904 · New York, NY · www.linkedin.com
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$2.1B
Discretionary
$2.1B
Clients
16
Avg AUM / client
$134M
Accounts
16
Employees
31

AUM over time

$0 $2.3B
Nov 5, 2015 Mar 27, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 16 $2.1B 100.0%

Private funds (9)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.1B combined gross assets

FundTypeDomicileGross assetsOwners
Nexphase Capital Fund V, Lp Private Equity Fund Delaware $478M 45
Nexphase Capital Fund Iv, Lp Private Equity Fund Delaware $456M 28
Nexphase Capital Fund Iii, Lp Private Equity Fund Delaware $288M 22
Nexphase Capital Fund Iv A, Lp Private Equity Fund Delaware $253M 20
Nexphase Capital Fund V A, Lp Private Equity Fund Delaware $229M 28
Nexphase Capital Fund Iii A, Lp Private Equity Fund Delaware $173M 11
Nexphase Capital Fund Iv B, Lp Private Equity Fund Delaware $70.1M 61
Nexphase Capital Fund V B, Lp Private Equity Fund Delaware $66.6M 70
Nexphase Capital Fund Iii B, Lp Private Equity Fund Delaware $40.1M 30

People (7)

NameRole / titleCredentialsWith firm sinceOwnership
Goldfarb, Andrew, Brian Chief Compliance Officer / Chief Financial Officer Oct 2015 (11y) 5% – 10%
Larsen, Kurt, B (Mio) Limited Partner Jan 2016 (11y) ≈ 0% – 2.5% via Nexphase Holdings Llc
Yun, Edward, Doukju Limited Partner Jan 2016 (11y) ≈ 0% – 3.75% via Nexphase Holdings Llc
Kaufman, Jamie, Catherine Partner Jan 2022 (5y) 10% – 25%
Kieffer, Andrew, Kane Partner Jan 2022 (5y) 10% – 25%
Killion, Joel, George Partner Jan 2022 (5y) 10% – 25%
Leeming, Nicholas, Lex Partner Jan 2022 (5y) 10% – 25%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Nexphase Holdings Llc General Partner Jan 2016 A Less than 5%

Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Larsen, Kurt, B (Mio): 25% – 50% of Nexphase Holdings Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
  • Yun, Edward, Doukju: 50% – 75% of Nexphase Holdings Llc × 0% – 5% direct ≈ 0% – 3.75% 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 (9, $2.1B gross assets)

FundTypeGross assetsMin. investmentOwners
Nexphase Capital Fund V, Lp Private Equity Fund $478M $5.0M 45
Nexphase Capital Fund Iv, Lp Private Equity Fund $456M $5.0M 28
Nexphase Capital Fund Iii, Lp Private Equity Fund $288M $5.0M 22
Nexphase Capital Fund Iv A, Lp Private Equity Fund $253M $5.0M 20
Nexphase Capital Fund V A, Lp Private Equity Fund $229M $5.0M 28
Nexphase Capital Fund Iii A, Lp Private Equity Fund $173M $5.0M 11
Nexphase Capital Fund Iv B, Lp Private Equity Fund $70.1M $5.0M 61
Nexphase Capital Fund V B, Lp Private Equity Fund $66.6M $5.0M 70
Nexphase Capital Fund Iii B, Lp Private Equity Fund $40.1M $5.0M 30

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 2.89 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 27, 2026.

View current Form ADV (SEC/IAPD) ↗