Aec Holdings, L.P.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $129M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aec Partners, Lp | Private Equity Fund | Delaware | $125M | 41 |
| Aec Partners (Offshore), L.P. | Private Equity Fund | Bermuda | $4.2M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evans, Gregory, Francis | Limited Partner, Aec Holdings, L.P. | May 2017 (9y) | ≈ 0% – 2.5% via Aec Holdings Gp, Llc | |
| Gunst, Jeffrey, Phillip | Cco And Limited Partner, Aec Holdings, L.P. | May 2017 (9y) | ≈ 0% – 2.5% via Aec Holdings Gp, Llc | |
| Turbidy, Trevor, Martin | Limited Partner, Aec Holdings, L.P. | May 2017 (9y) | ≈ 0% – 2.5% via Aec Holdings Gp, Llc | |
| Webster, Steven, Alan | Limited Partner, Managing Partner And Chief Executive Officer Of Aec Holdings, L.P. | May 2017 (9y) | 75% or more | |
| Whaling, Richard, Graham | Limited Partner, Aec Holdings, L.P. | Jan 2020 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aec Holdings Gp, Llc | Senior Managing Member And General Partner Of Aec Holdings, L.P. | May 2017 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Evans, Gregory, Francis: 25% – 50% of Aec Holdings Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Gunst, Jeffrey, Phillip: 25% – 50% of Aec Holdings Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Turbidy, Trevor, Martin: 25% – 50% of Aec Holdings Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% 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 (2, $129M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aec Partners, Lp | Private Equity Fund | $125M | $100K | 41 |
| Aec Partners (Offshore), L.P. | Private Equity Fund | $4.2M | $75.0K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1020 KB | 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
Not reported.
Custody
Firm reports it does not have 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 13, 2026.
View current Form ADV (SEC/IAPD) ↗