RIA Intelligence

PHASE 2 PARTNERS, LLC

Legal name: PHASE 2 PARTNERS

CRD #311741 SEC #801-120141 SAN FRANCISCO, CA 415-503-5712
SEC Registered Private Funds
Total AUM
$487.4M
Discretionary
$487.4M
Employees
8
Clients
--
Accounts
9

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2024
Branch Offices
0
LEI
549300PUDCGS3L46CQ59

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HUGHES, JUSTIN, JAMESIFOUNDING PRINCIPAL AND LEAD PORTFOLIO MANAGERD Control
HUGHES, JUSTIN, JAMESIFOUNDING PRINCIPAL AND LEAD PORTFOLIO MANAGERD Control
HUGHES, JUSTIN, JAMESIFOUNDING PRINCIPAL AND LEAD PORTFOLIO MANAGERD Control
HUGHES, JUSTIN, JAMESIFOUNDING PRINCIPAL AND LEAD PORTFOLIO MANAGERD Control
HUGHES, JUSTIN, JAMESIFOUNDING PRINCIPAL AND LEAD PORTFOLIO MANAGERD Control
HUGHES, JUSTIN, JAMESIFOUNDING PRINCIPAL AND LEAD PORTFOLIO MANAGERD Control
DEL MEDICO, ANDREW, JAMESIRESEARCH ANALYST, FOUNDING PRINCIPALC Control
DEL MEDICO, ANDREW, JAMESIRESEARCH ANALYST, FOUNDING PRINCIPALC Control
DEL MEDICO, ANDREW, JAMESIRESEARCH ANALYST, FOUNDING PRINCIPALC Control
DEL MEDICO, ANDREW, JAMESIRESEARCH ANALYST, FOUNDING PRINCIPALC Control
DEL MEDICO, ANDREW, JAMESIRESEARCH ANALYST, FOUNDING PRINCIPALC Control
DEL MEDICO, ANDREW, JAMESIRESEARCH ANALYST, FOUNDING PRINCIPALC Control
DEL MEDICO, ANDREW, JAMESIRESEARCH ANALYST, FOUNDING PRINCIPALC Control
DEL MEDICO, ANDREW, JAMESIRESEARCH ANALYST, FOUNDING PRINCIPALC Control
HUGHES, JUSTIN, JAMESIFOUNDING PRINCIPAL AND LEAD PORTFOLIO MANAGERC Control
HUGHES, JUSTIN, JAMESIFOUNDING PRINCIPAL AND LEAD PORTFOLIO MANAGERC Control
CLARKE, RACHAELIFOUNDING PRINCIPAL AND INVESTOR RELATIONS AND CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERB Control
CLARKE, RACHAEL, (NMN)IFOUNDING PRINCIPAL AND INVESTOR RELATIONS AND CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERB Control
CLARKE, RACHAEL, (NMN)IFOUNDING PRINCIPAL AND INVESTOR RELATIONS AND CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERB Control
CLARKE, RACHAEL, (NMN)IFOUNDING PRINCIPAL AND INVESTOR RELATIONS AND CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERB Control
CLARKE, RACHAEL, (NMN)IFOUNDING PRINCIPAL AND INVESTOR RELATIONS AND CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERB Control
CLARKE, RACHAEL, (NMN)IFOUNDING PRINCIPAL AND INVESTOR RELATIONS AND CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERB Control
CLARKE, RACHAEL, (NMN)IFOUNDING PRINCIPAL AND INVESTOR RELATIONS AND CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERB Control
CLARKE, RACHAEL, (NMN)IFOUNDING PRINCIPAL AND INVESTOR RELATIONS AND CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERB Control
MCBANE, IAN, MICHAELIRESEARCH ANALYSTB
MCBANE, IAN, MICHAELIRESEARCH ANALYST, FOUNDING PRINCIPALB Control
MCBANE, IAN, MICHAELIRESEARCH ANALYSTB
MCBANE, IAN, MICHAELIRESEARCH ANALYSTB
MCBANE, IAN, MICHAELIRESEARCH ANALYST, FOUNDING PRINCIPALB Control
MCBANE, IAN, MICHAELIRESEARCH ANALYST, FOUNDING PRINCIPALB Control
THREE ALMONDS LLCDEMEMBERB
THREE ALMONDS LLCDEMEMBERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ICONTRUST, LLCDEHUGHES FAMILY IRREVOCABLE TRUST DATED DECEMBER 16, 2021F Control
ICONTRUST, LLCDEHUGHES FAMILY IRREVOCABLE TRUST DATED DECEMBER 16, 2021F Control
REPETTO, RICHARD, HENRYITHREE ALMONDS LLCF Control
REPETTO, RICHARD, HENRYITHREE ALMONDS LLCF Control
HUGHES FAMILY IRREVOCABLE TRUST DATED DECEMBER 16, 2021DETHREE ALMONDS LLCE Control
HUGHES FAMILY IRREVOCABLE TRUST DATED DECEMBER 16, 2021DETHREE ALMONDS LLCE Control

Registrations

Federal

IA
Mar 28, 2024 REGISTERED

Notice Filings (1)

CA

Address

44 MONTGOMERY STREET
SUITE 2970
SAN FRANCISCO, CA 94104
United States
Phone: 415-503-5712