Tallvine Partners Management Lp
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 7
- Avg AUM / client
- $203M
- Accounts
- 7
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.4B | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lefebvre Billecart, Thomas, H. F. M. | Chief Executive Officer | Nov 2023 (3y) | ≈ 31.64% – 100% via St. Hilaire Holdings Llc | |
| Sosa, Victor, Manuel | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tallvine Management Holdings Aggregator Lp | Limited Partner | Apr 2024 | A | 75% or more |
| Tallvine Partners Holdings Llc | General Partner | Nov 2023 | A | Less than 5% |
| St. Hilaire Holdings Llc | Managing Member | Jan 2024 | B | ≈ 42.19% – 100% via Tallvine Management Holdings Llc |
| Tallvine Management Holdings Llc | Limited Partner | Apr 2024 | B | ≈ 56.25% – 100% via Tallvine Management Holdings Aggregator Lp |
| St. Hilaire Llc | Member | Mar 2024 | B | ≈ 42.19% – 100% via Tallvine Management Holdings Llc |
| Tallvine Partners Holdings Llc | General Partner | Apr 2024 | B | GP / trustee / elected manager of Tallvine Management Holdings Aggregator Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lefebvre Billecart, Thomas, H. F. M.: 75% – 100% of St. Hilaire Holdings Llc × 75% – 100% of Tallvine Management Holdings Llc × 75% – 100% of Tallvine Management Holdings Aggregator Lp × 75% – 100% direct ≈ 31.64% – 100% of the firm
- St. Hilaire Holdings Llc: 75% – 100% of Tallvine Management Holdings Llc × 75% – 100% of Tallvine Management Holdings Aggregator Lp × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Tallvine Management Holdings Llc: 75% – 100% of Tallvine Management Holdings Aggregator Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- St. Hilaire Llc: 75% – 100% of Tallvine Management Holdings Llc × 75% – 100% of Tallvine Management Holdings Aggregator Lp × 75% – 100% direct ≈ 42.19% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 2.55 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: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗