Tc Equity Partners V, L.L.C. (Washington)

Name: Tc Equity Partners V, L.L.C.
Address: 1455 Pennsylvania Ave, Nw, Washington, DC, 20004
Telephone: 202-371-0150

Tc Equity Partners V, L.L.C. is a large advisory firm based in Washington. It manages $291.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of District of Columbia and Minnesota.

Tc Equity Partners V, L.L.C provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tc Equity Partners V, L.L.C: assets under management

The assets under management (AUM) of Tc Equity Partners V, L.L.C. is $291.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $291.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.43 million each.

Tc Equity Partners V, L.L.C has custody of $291.43 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tc Equity Partners V, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tc Equity Partners V, L.L.C.

Frederic Vincent Malek has been acting as President since 1 Oct 2001. Douglas Paul Mccormick joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederic Vincent Malek	Chairman	1 Oct 2001	25% - 50%	4677632
Carl John Rickertsen	Managing partner	1 Oct 2001	25% - 50%	4677640
Barry Edwin Johnson	Chief financial officer	1 Oct 2001	Other	4677654
Jeffrey William Goettman	Managing partner	1 Oct 2001	25% - 50%	1936925
Daniel Mckenzie Dickinson	Managing partner	1 Oct 2001	25% - 50%	1747099
Frederic Vincent Malek	Managing member	1 Dec 2004	Other	4677632
Scott Daryll Rued	Managing member	1 Dec 2004	Other	4815137
Jeffrey William Goettman	Member	1 Dec 2004	Other	1936925
James John Forese	Chief operating officer	1 Dec 2004	Other	4815222
Douglas Paul Mccormick	Managing member	1 Dec 2004	Other	2760141
Rona Kennedy	Chief compliance officer; chief financial officer	1 Dec 2004	Other	4897338
Daniel Mckenzie Dickinson	Managing member	1 Dec 2004	Other	1747099
Llc Dickinson Investments	Member	1 Jul 2005	Other	36-4480108
L.L.C. Thayer Management Partners	Managing member	1 Jul 2005	Other	20-1122378
L.L.C. Thayer \| Hidden Creek Partners	Managing member	1 Jul 2005	Other	20-1122378
Llc Malek Hotels	Member	1 Nov 2005	Other	54-1915759
Lisa Withers	Chief compliance officer; controller	1 Mar 2007	Other	5303937
Lisa Costello	Chief compliance officer; chief financial officer	1 Mar 2007	Other	5303937
Frederick V. Malek Revocable Trust U/A/D 6/19/92	Managing member	1 Aug 2007	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Frederic Vincent Malek	Trustee	1 Jun 1992	Other	4677632
Daniel Mckenzie Dickinson	Trustee	1 Jun 1994	Other	1747099
Malek Family Generation Skipping Trust	Member	1 Oct 1998	75% - 100%	51-6510108
Wilmington Trust Co.	Trustee	1 Oct 1998	Other	51-0055023
Daniel Mckenzie Dickinson	Manager	1 Nov 2001	Other	1747099
Regina Broccolo Dickinson	Manager	1 Nov 2001	Other	5092259
Daniel Dickinson 2001 Family Trust	Member	1 Nov 2001	50% - 75%	30-6001020
Daniel M. Dickinson Revocable Trust	Member	1 Nov 2001	25% - 50%	xxx-xx-xxxx
Thomas Allan Korman	Trustee	1 Nov 2001	Other	5092297
Frederic Vincent Malek	Managing member	1 Jul 2005	Other	4677632
Daniel Mckenzie Dickinson	Managing member	1 Jul 2005	Other	1747099
Scott Daryll Rued	Managing member	1 Jul 2005	Other	4815137
Douglas Paul Mccormick	Managing member	1 Feb 2008	Other	2760141

Based in Washington

The principal office where Tc Equity Partners V, L.L.C. performs its advisory services is located at 1455 Pennsylvania Ave, Nw, Washington, DC 20004, which is also the mailing address of the firm. An additional office of the firm is in Northbrook, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-371-0150 or by fax 202-371-0391. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.thayercapital.com.