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HEADLANDS CAPITAL

Business and Investment Profile

The HEADLANDS CAPITAL is a privately held investment adviser that advises $1.79Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. HEADLANDS CAPITAL is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 239.2% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 13.85 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 420 LEXINGTON AVENUE SUITE 2601, NEW YORK, NY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 11 employees comprised of 7 investment and 4 non-investment staff. The total number of Employees increased by 10% over the last 5-years.

Asset Profile

Their $1.79Bn in assets advised are owned by 10 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.79Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 2 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 3 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

HEADLANDS CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Business Complexity/Risk Profile

They have a MEDIUM risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.

In HEADLANDS CAPITAL's case, they have 7 business conditions that require high process maturity and 0 Watch Factors.

Full profile: HEADLANDS CAPITAL

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Keywords: [HCSF]
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