Thl Managers Vii, LLC (Boston)

Name: Thl Managers Vii, LLC
Address: 100 Federal Street, Boston, MA, 02110
Telephone: 617-227-1050

Thl Managers Vii, LLC is a large advisory firm based in Boston. It manages $6.94 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Massachusetts.

Thl Managers Vii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thl Managers Vii: assets under management

The assets under management (AUM) of Thl Managers Vii, LLC is $6.94 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 634% since the beginning of its operation, and $1.19 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $6.94 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $991.79 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Thl Managers Vii, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Thl Managers Vii serves?

The only and largest group of clients of Thl Managers Vii is pooled investment vehicles with 7 clients and $6.94 billion of assets under management. Among the 11 most similar advisory firms, Thl Managers Vii has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6.94 billion for 7 clients. 14% of the firm’s clients are foreign persons or businesses.

Thl Managers Vii also advises several private funds. Namely, seven private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $20,000,000.

Careers at Thl Managers Vii, LLC

The company employs 111 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Thomas H. Lee Partners	Managing member	1 Mar 2014	75% - 100%	04-3473822
Anthony Joseph Dinovi	Co-president; managing director	1 Mar 2014	Other	4448879
Charles Patrick Holden	Chief financial officer; managing director	1 Mar 2014	Other	6023715
Arthur Broderick Price	Chief compliance officer; assistant general counsel	1 Mar 2014	Other	6023716
Scott Mitchell Sperling	Co-president; managing director	1 Mar 2014	Other	4406830
Shari Hope Wolkon	General counsel; managing director	1 Mar 2014	Other	6023717
Todd Martin Abbrecht	Managing director	1 Mar 2014	Other	4448888
Thomas Martin Hagerty	Managing director	1 Mar 2014	Other	4448875
Seth William Lawry	Managing director	1 Mar 2014	Other	1729140
Soren Luther Oberg	Managing director	1 Mar 2014	Other	2265201
Kent Raymond Weldon	Managing director	1 Mar 2014	Other	1995816

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Thomas H. Lee Advisors	General partner	1 Jun 1999	Other	04-3473820
Llc Thl Holdco	Managing member	1 Feb 2012	Other	45-4418660

Based in Boston

The principal office where Thl Managers Vii, LLC performs its advisory services is located at 100 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-227-1050 or by fax 617-227-3514. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at thl.com.