for Q3 2022: Percentage of assets under management,PERFORMANCE-BASED ALLOCATION, CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER, MEMBER HEIN PARK CAPITAL MANAGEMENT GP LLC, MANAGER & MEMBER HEIN PARK CAPITAL MANAGEMENT GP LLC, MANAGING MEMBER HEIN PARK CAPITAL MANAGEMENT GP LLC. Address. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you Park Capital Management, LLC (PCM) is affiliated with The Park Bank. Founder & Chief Investment Officer, Hein Park Capital Management. who has at least $750,000 under management. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Chief Operating Officer & Chief Financial Officer, Chief Compliance Officer & General Counsel, Preqin Anywhere (API, Data Feeds & Plugins), LP & Capital Allocator Solutions (Colmore), Placement Agents and Third-Party Marketers, Consulting and Corporate Advisory Services, Persistency in Alternative Asset Strategies: Private Equity Buyouts, Fundraising from the Middle East: A guide to raising capital, Service Providers in Alternative Assets Webinar. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions). Hein Park Capital Management Lp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. loss of principal. HEIN Park Capital Management LP CRD # 305550: SEC # 801-117453: CIK # 0001826937: AUM: $2.0 BB (2022-03-30) Employees The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. in the aforementioned profile. Hein Park Capital Management LP (Hein Park Capital Management) is a Hedge Fund Manager located in New York, NY United States, North America. Firm Details for HEIN PARK CAPITAL MANAGEMENT LP, Location: New York, AUM = 2005701110.00, Last Form ADV Filed : 30-March-2022, Officers: Carson, Courtney, William . The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. without subsequent implementation. She has acquired a wealth of knowledge over the years, holding several securities licenses in her previous positions. Hein Park Capital Management LP; History; 13F-HR 2022-09-30 Market Value: 355,536,000: Total Holdings: 11: File Date: 2022-11-14: Original Filing: All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. 1. Investment Advisor Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues. services are limited to referring users to third party advisers registered or chartered as fiduciaries If there are no such agreements, arrangements or understandings, state none, (b) Agreements, arrangements or understandings relating to options or derivatives, Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state none. Hein Park Capital Management Lp operates as a financial advisory company headquartered in New York, New York. email address below and choose 'Submit'. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. advisors and firms and matches based on specific criteria (investable assets, geography, and willingness Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. The USPTO has given the HEIN PARK CAPITAL trademark a serial number of 88848895. May 19, 2021 5:30 am ET. The turnover rate is 0%. (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: (e) Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure, (f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? Contact Information. Advisors who earn commissions may be incentivized to Cameron prides himself in his personal wealth management and comprehensive financial planning skills. Whalewisdom has at least 8 13F filings. She enjoys being challenged by the unique questions that often arise during financial reviews with advisors and finds great satisfaction in helping to find the answer for the client. At . Hein Park Capital Mgmt. Life and Health Insurance Licensed - Gateway Investment Advisers Gator Capital Management - Glovista Investments Gluskin Sheff & Assoc Inc - Greenhaven Road Investment . This is not an offer to buy or sell any security or interest. Fundamental company data provided by Morningstar, updated daily. which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. The Park Capital Management team holds various professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Retirement Plan Specialist (CRPS), and Accredited Investment Fiduciary (AIF). Point72 Asset Management. UK DISCLOSURE, Nov. 23, 2020 (GLOBE NEWSWIRE) -- FORM 8.3PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of . About 50% of its accounts are represented by non-U.S. persons. Male. (2 minutes) Hedge-fund firms are stepping up their presence in what has emerged as Wall Street's hottest area: investing in private companies. Established in n July 2019, Hein Park Capital Management is a New York-based hedge fund manager managed by Courtney Carson. Working with an adviser may come with potential downsides such as payment of fees Class of relevant security in relation to which subscription right exists: Details, including nature of the rights concerned and relevant percentages: 3. Email. 52-week lows, etc. Member of the Madison Benefits Council. Hein Park Capital Management LP is an investment management firm founded in 2019, focused on distressed debt/credit. Issuer's Identity 2. Sovereign Wealth Fund Institute and SWFI are registered trademarks of the Sovereign Wealth Fund Institute. business relationships that might exist between SmartAsset and the named financial professional and 10/2021 3/30/2022 9:41:25 AM WARNING: Complete this form truthfully. 35 years of experience in the financial services industry REGISTRATION STATUS NOTICE FILINGS Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and the MV of securities sold, whichever is less, 888 7th Avenue; 41st Floor; New York, NY 10019; United States Public disclosures under Rule 8 of the Code must be made to a Regulatory Information Service. After recently attaining his CFP designation, he is eager to put his expertise to use and help you get to where you want to be! Phone +1 (212) 000-0000. HEIN PARK CAPITAL MANAGEMENT LP Company Number 7517421 Incorporation Date 16 July 2019 (about 3 years ago) Jurisdiction Delaware (US) Registry Page . in Finance in 1996, Clint spent the next 12 years working as a Financial Consultant at M&I Bank. Address: 888 7TH Ave FL 41 New York, NY, 10106-4399 United States Phone: Website: www.heinparkcapital.com Year Started: Unlock full sales materials and reports Dynamic search and list-building capabilities Real-time trigger alerts Comprehensive company profiles Valuable research and technology reports Get a D&B Hoovers Free Trial In 2017, Clint established a business partnership with two long-time, Madison based businesses, The Park Bank and Hausmann Group, where he currently serves as the President and CEO of Park Capital Management, LLC. SmartAsset is not a client of the aforementioned SEC form, multiple filers or classes of filers, and much more.***. Carson left Soros Fund Management in May after running the firm's distressed-credit book since the beginning of 2016. This profile may include a firm or advisor that has a business relationship with SmartAsset, in commissions, while fee-based advisors may. In Hein Park Capital Management LP's current portfolio as of 2022-09-30, the top 5 holdings are. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. not $22.8 billion as reported to P&I on last year's survey. Performance In 2002, in an effort to provide the highest level of comprehensive financial planning for his clients, Clint earned the CERTIFIED FINANCIAL PLANNER certification from The College for Financial Planning. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. This can be helpful if you are only looking Long Corridor Asset Managem Madryn Select Opportunities Magellan Asset Management Ltd Martin Currie Ltd, Martingale Asset Management Mechanics Corp, Mediatel Partners Miller Value Partners. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, (c) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offeree. No affiliation or endorsement, express or implied, is provided by their use. The matching tool does not include all available He enjoys being the President of a small company, and prides himself in working closely with each of his associates to nourish their own career development. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. HEIN Park Capital MM LLC. Deloitte & Touche LLP. Find many great new & used options and get the best deals for Palma De Ganda, Valencia, Valencian Community - Iman Magnet at the best online prices at eBay! All material subject to strictly enforced copyright laws. The typical financial advisor at Hein Park Capital Management Lp administers fewer than one client account, placing it among the most individualized advisor firms in the country. There was an error. [2]: Partner, Hein Park Capital Management. is registered with the U.S. Securities and Exchange Commission as an investment adviser. 5 Known Decision Makers Hein Park Capital - Courtney Carson assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. Seven Eight Capital, L.P. Silver Lake L.L.C. Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan NEW YORK, NY 608-440-8608. Related Persons Relationship: Executive Officer X Director Promoter Clarification of Response (if Necessary): Relationship: Executive Officer X Director Promoter Clarification of Response (if Necessary): Relationship: Executive Officer X Director Promoter Alyssa works most closely with Clint, simplifying his busy days as President. 13 years of experience in the financial services industry, specializing in 401 (k) Plan Consulting Life and Health Insurance Licensed Member of the Madison Benefits Council Cameron Gray, CFP Financial Consultant Cameron prides himself in his personal wealth management and comprehensive financial planning skills. Form ADV for more details. Manage Products and Account Information Support Americas +1 212 318 2000 EMEA +44 20 7330 7500 Asia Pacific +65 6212 1000 Company About Careers Diversity and Inclusion Tech At Bloomberg. Dan comes to Park Capital Management with twenty years of experience in the financial services industry. make certain recommendations to clients in order to make a commission. This will schedule a job to export all requested 13f holdings data for this filer. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Contact us with any questions or concerns or locate your nearest office. Alt Turnover is calculated by taking either the total MV of new purchases or In the pursuit of an independent advisory approach in which to better serve his clients, Clint founded his own company, Bauch Wealth Management, LLC, in 2009. All Rights Reserved. Hein Park Capital Management Lp does not have any disclosures. review the ongoing performance of any Adviser, participate in the management of any users account by Their last reported 13F filing for Q3 2022 included $355,536,000 in managed 13F securities The Code can be viewed on the Panels website at www.thetakeoverpanel.org.uk. 13F filing from HEIN PARK CAPITAL MANAGEMENT LP, enter your The company manages $2.0 billion in total assets across four customer accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Joining Park Capital Management in 2016, Diane brings with her over thirty years of experience in investments, office operations, business management, and financial planning & client management systems. Hein Park Capital Management Lp operates as a financial advisory company headquartered in New York, New York. Total number of Crunchbase contacts associated with this organization, Total number of employee profiles an organization has on Crunchbase, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. Hein Park Capital Management LP (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. Is a Supplemental Form 8 (Open Positions) attached? are not responsible for its accuracy. Sometimes a big firm may not be able to give you the one-on-one service that you need. Fee types charged by Hein Park Capital Management Lp likely include the following fee types: asset-based or other. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. 0.78%. Napier Park Global Capital: $5,562: 3.2%: 61: . With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers. Hein Park Capital Management LP. SWFI is a minority-owned organization. Click here KEY INFORMATION(a) Full name of discloser:Hein Park Capital Management LP (b) Owner or controller of interests and short positions disclosed, if different from 1 . To report any data inconsistencies or errors, please contact That's where we come 5-min read UK DISCLOSURE, Nov. 20, 2020 (GLOBE NEWSWIRE) -- FORM 8.3 PUBLIC. Latest news. We are an independent Registered Investment Advisory firm, with a local team of professionals focused on providing an unbiased outlook to help you make the best choices for individual or business needs. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. Enjoy a 7-Day Free Trial Thru Jan 23, 2023! Sometimes a big firm may not be able to give you the one-on-one service that you need. Request a Preqin Pro demo for full access to all profiles and underlying data. and level of services needed. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Acorn Wealth Advisors Ah Equity Partners Iii, L.L.C, Ah Equity Partners Iii (par Alphabet, Alphacentric Advisors Ami Asset Management Corp. Amica Mutual Insurance Co Archer Capital Management, Archer Investment Corp Ashfield Capital Partners, Ashford Advisors Avaii Wealth Management. KEY INFORMATION(a) Full name of discloser:Hein Park Capital Management LP (b) Owner or controller of interests and short positions disclosed, if different from 1 . The investment services offered by PCM are independent of the products and services offered by The Park Bank and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Answer a few questions andget matched with an advisor. Our experienced team will provide you with tailored services and solutions to help you plan for the future and insure for the unexpected. | All rights reserved | Privacy Policy, Benchmarking your Company Sponsored Retirement Plan. Financial advisory fees are based on the financial services offered. Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in. For a trust, the trustee(s), settlor and beneficiaries must be named. advisors. A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z. Clint has over twenty years of experience working in the financial services industry. (b) Rights to subscribe for new securities (including directors and other employee options). David Ingles and Yvonne Man bring you the latest news and analysis to get you ready for the trading day. Active, Closed, Alternate or previous names for the organization. You are viewing a preview of this profile. Hein Park Capital Management LP has disclosed 8 total holdings in their latest 13F filing with the SEC for the portfolio Profile content is produced by SmartAsset independently of any UPDATE 1-Amazon to lay off staff in U.S., Canada and Costa Rica by end of day, Nationwide strike in France against Macron's pension reform, Asian Stocks Decline on Deepening Growth Concerns: Markets Wrap. The firm focuses on global n credit and distressed credit assets and strategies. Fund AUM and Sold ($) 700 560 420 280 140 0 2011 2015 2019 2023. Diane and her husband enjoy traveling and spending time at their home in northern Wisconsin, and always making a point to spoil her grandchildren. Screenshot example of actual Proxy Statement. HEIN PARK CAPITAL MANAGEMENT LP View latest Form ADV filed Part 2 Brochures The adviser's REGISTRATION status is listed below. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company. Enjoy a 7-Day Free Trial Thru Jan 26, 2023! This can be Life and Health Insurance Licensed. John works with both commercial and personal clients to ensure that each of their financial needs be addressed and managed appropriately. All rights reserved. Subscribe to WhaleWisdom to view all filing data - First Ascent Asset Management First Inc me/ - Fny Investment Advisers Fny Partners Fund L.P. - Francis Franklin, Parlapiano, Turne. * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone Principal Place of Business and Contact Information 3. Hein Park Capital Management LP and Ospraie Management share similar industries Save These companies are similar Resource Philadelphia, Pennsylvania, United States 7 Contacts11-50 employees Asset Management Credit Financial Services +1 more Resource is an asset management company that specializes in multifamily real estate and credit investment. platform based on information gathered from users through our online questionnaire. Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Hein Park Capital Management LP, as well as holding map, Date Filing Type Offered Sold Remaining Min. Download 13F Summary His focus is to help you achieve your financial goals by working with you to identify, create, and carry out a customized financial plan. All Rights Reserved. Like a lawyer, a financial advisor may charge you by the hour. in to help match you with great personal financial advisors. Hedge Fund firms or advisors. GuruFocus.com is not operated by a broker or a dealer. Hein Park Investors LP raised $659,083,333 from 25 investors on 2021-02-12. which SmartAsset is compensated for lead referrals. to see more advanced email alert options such as selecting any type of Wealth Management; Business Consulting; Hein Park Capital Management Lp is registered in the following states: If you're interested in working with an advisor closer to you, we can help you find one. This fee may be Login Free Sign-up Login 7-Day Free Trial Home Homepage Membership Levels General Discussion Complete Stock List The book Podcast Membership Data Coverage Founder's Message Free Trial Errors are noted below: Thanks for reaching out. Hein Park Capital Management is a hedge fund with 4 clients and discretionary assets under management (AUM) of $2,005,701,110 (Form ADV from 2022-03-30). Mr. Ryan Cunningham serves as Partner at Hein Park Capital Management. It has a small group, including 5 financial advisors. Start Now! Our Clients Want: Effective diversification and exceptional investment exposure, governance and transparency. Firms generally charge this fee for educational materials provided, such as a monthly magazine. Fee-only advisors do not earn Hein Park Capital Management LP: Latest Disclosed Ownership: 1,222,984 shares: Latest Disclosed Value: $ 10,885,000: Hein Park Capital Management LP ownership in HTZ / Hertz Global Holdings Inc. (New) Institutional Ownership: 13F and NPORT Filings. Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. $5,416,602,000 . In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Established in n July 2019, Hein Park Capital Management is a New York-based hedge fund manager managed by Courtney Carson. On Thursday, March 26, 2020, a trademark application was filed for HEIN PARK CAPITAL with the United States Patent and Trademark Office. (b) Owner or controller of interests and short positions disclosed, if different from 1 (a): The naming of nominee or vehicle companies is insufficient. Address: C/O HEIN PARK CAPITAL MANAGEMENT LP 888 SEVENTH AVENUE, 4TH FLOOR NEW YORK 10106 Phone number: 212-299-4790. What that means for you and your business is that our experience and independence allow us to provide the most competitive outcome-based solutions, investment selections, retirement plan education, and ongoing fiduciary support. Click here to find your advisor matches today. Specializes in financial planning and wealth management Shaheen & Associates D Woodline Partners L.P. Woodmont Investment Counsel Zwj Investment Counsel Inc, Stocks and cryptocurrency portfolio tracker. Click here Form ADV for more details. UK DISCLOSURE, Oct. 08, 2020 (GLOBE NEWSWIRE) --, PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the Code). Please contribute data. Assess how Hein Park Capital Management Lp's management team is paid from their Annual Proxy. This trademark is owned by Hein Park . Specializes in business management and operations. Find More Contacts for Hein Park Capital Management LP, Edit Lists Featuring This Company Section, Hedge-Fund Launches Pick Up Despite Covid-19 Pandemic, Jonathan Soros is pumping $300 million into a new hedge fund run by one of his father's former portfolio managers, City of New York Companies With More Than 10 Employees (Top 10K), Greater New York Area Companies With More Than 10 Employees (Top 10K), Northeastern US Asset Management Companies. Stats are not available for the latest quarter, View Last Form Adv Compilation Report on Record, https://www.linkedin.com/company/hein-park-capital-management-lp/about/. Follow Bloomberg reporters as they uncover some of the biggest financial crimes of the modern era. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. Wisconsin Life & Health Licensed View information on Hein Park Capital Management LP, Hein Park Capital Management LP's fund, past performances, historical stock allocations and more. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. Gender. Hein Park Capital Management Lp is legally registered to serve clients in the state of New York. Request a demo for full access to this profile. Out of its four customers, Hein Park Capital Management Lp's largest client by number of accounts is pooled investment vehicles. investment rc usmodtemporinc@ididuntutl. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, with the advisor or firm mentioned in this profile.