Pine Brook Road Advisors is a fund manager in New York with $5.08 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Pine Brook Road Advisors, LP
SEC CIK
IRS number
261561166
SEC advisor number
801-112823
FINRA CRD number
162247
AUM ?
$5.08 bn
(as of 30 Mar 20)
Accounts
12
(as of 30 Mar 20)
Employees
35
(23 investment advisory or research)
Address
Pine Brook Road Advisors
60 EAST 42ND STREET
50TH FLOOR
NEW YORK
NY 10165
60 EAST 42ND STREET
50TH FLOOR
NEW YORK
NY 10165
Office hours
Monday - Friday, 9AM - 6PM
Phone
2128474333
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pbra LLC | General Partner of Pine Brook Road Advisors LP | 12/2007 | < 5% |
Newman, Howard, Herman | Chairman, Chief Executive Officer | 05/2007 | > 75% |
Goldstein, Oliver, M | Senior Executive Vice President | 01/2010 | < 5% |
Aube, Richard, Alan | Limited Partner of Pine Brook Road Advisors LP | 10/2011 | 10-25% |
Newman, Howard, Herman | Managing Member of Pbra, LLC | 05/2007 | > 75% |
Newman, Howard, Herman | Owner of Pbra (Cayman) Company | 03/2007 | 10-25% |
Pbra LLC | General Partner of Pine Brook Road Associates LP | 12/2007 | < 5% |
Zehm Family LLC | Limited Partner of Pine Brook Road Associates LP | 01/2008 | 25-50% |
JG No. 9 LLC | Limited Partner of Pine Brook Road Associates LP | 01/2008 | 10-25% |
Michael E. Mcmahon Master Trust | Limited Partner of Pine Brook Road Associates LP | 01/2010 | 10-25% |
Spiegel, William, Larry | Limited Partner of Pine Brook Road Associates LP | 01/2008 | 10-25% |
Chavkin Management Corporation | Limited Partner of Pine Brook Road Associates LP | 02/2008 | 5-10% |
Pbra GP Feeder LP | Limited Partner of Pine Brook Road Associates LP | 01/2011 | 5-10% |
Newman, Howard, Herman | Managing Member of Zehm Family LLC | 01/2008 | |
Jack Gantz Irrevocable Trust #2 Exempt | Sole Owner of JG No. 9 LLC | 01/2008 | > 75% |
Goldstein, Oliver, M | Owner of Pbra (Cayman) Company | 09/2011 | 10-25% |
Gantz, Joseph, Malcolm | Trustee for Jack Gantz Irrevocable Trust #2 Exempt | 01/2008 | |
Aube, Richard, Alan | Owner of Pbra (Cayman) Company | 09/2011 | 10-25% |
Pbra LLC | General Partner of Pine Brook Road Associates II LP | 07/2012 | < 5% |
Zehm Family LLC | Limited Partner of Pine Brook Road Associates II LP | 12/2012 | 25-50% |
Chavkin Management Corporation | Limited Partner of Pine Brook Road Associates II LP | 12/2012 | 5-10% |
Spiegel, William, Larry | Limited Partner of Pine Brook Road Associates II LP | 12/2012 | 5-10% |
Goldstein Investment Partners LLC | Limited Partner of Pine Brook Road Associates II LP | 12/2012 | 5-10% |
Mach a LLC | Limited Partner of Pine Brook Road Associates II LP | 12/2012 | 10-25% |
Goldstein, Oliver, M | Sole Owner of Goldstein Investment Partners LLC | 12/2012 | |
Aube, Richard, Alan | Sole Owner of Mach a LLC | 12/2012 | |
Stoneburner, Richard, Kelty | Executive Vice President | 03/2016 | < 5% |
Srikrishnan, Bharath, T | Executive Vice President | 03/2016 | < 5% |
Rutherfurd, James, Polk | Executive Vice President | 03/2016 | < 5% |
Aube, Richard, Alan | President | 07/2012 | < 5% |
Maa, Ted, T | Executive Vice President | 02/2019 | < 5% |
Schaen, Scott, Aron | Executive Vice President | 02/2019 | < 5% |
Rutherfurd, James, Polk | Owner of Pbra (Cayman) Company | 08/2015 | 10-25% |
Stoneburner, Richard, Kelty | Owner of Pbra (Cayman) Company | 11/2018 | 10-25% |
Sharko, Emily, Copland | Owner of Pbra (Cayman) Company | 11/2018 | 10-25% |
Srikrishnan, Bharath, T | Owner of Pbra (Cayman) Company | 11/2018 | 10-25% |
Newman, Howard, Herman | Limited Partner of Pine Brook Road Advisors LP | 12/2007 | 25-50% |
Goldstein, Oliver, M | Limited Partner of Pine Brook Road Advisors LP | 01/2009 | 5-10% |
Pbra GP Feeder II LP | Limited Partner of Pine Brook Road Associates II LP | 12/2012 | 10-25% |
Pbra, LLC | General Partner of Pbra GP Feeder II LP | 12/2012 | |
the Howard H. Newman 2004 Trust - Zeena Maura | Owner of Zehm Family LLC | 01/2008 | 25-50% |
the Howard H. Newman 2004 Trust - Elizabeth Newman | Owner of Zehm Family LLC | 01/2008 | 25-50% |
Pbra, LLC | General Partner of Pbra GP Feeder LP | 01/2011 | |
Newman, Howard, Herman | Trustee for the Newman Family 2004 Trust - Zeena Maura | 01/2009 | |
Newman, Howard, Herman | Trustee for the Newman Family 2004 Trust - Elizabeth Newman | 01/2009 | |
Pbra LLC | General Partner of Pbra Co-invest II GP LLC | 11/2012 | < 5% |
Kopilak, Joseph, Marc | Chief Compliance Officer and Chief Financial Officer | 05/2019 | < 5% |
Sharko, Emily, Copland | Chief Operating Officer | 07/2018 | < 5% |
Kopilak, Joseph, Marc | Owner of Pbra (Cayman) Company | 02/2020 | 10-25% |
Maa, Ted, T | Owner of Pbra (Cayman) Company | 02/2020 | 10-25% |
Schaen, Scott, Aron | Owner of Pbra (Cayman) Company | 02/2020 | 10-25% |
Mcmahon, Michael, Edward | Trustee for the Michael E. Mcmahon Master Trust | 01/2010 | |
Chavkin, Arnold, Larry | Controlling Shareholder of Chavkin Management Corporation | 01/1990 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Pine Brook | $5.08 bn | |
PBCP Feeder, L.P. | $7.85 mm | Venture Capital Fund |
PBCP II (Co-invest), L.P. | $82.61 mm | Venture Capital Fund |
Pine Brook Atx Intermediate, LP | $199.99 mm | Venture Capital Fund |
Pine Brook BXP II Intermediate, L.P. | $73.04 mm | Venture Capital Fund |
Pine Brook BXP Intermediate, L.P. | $46.33 mm | Venture Capital Fund |
Pine Brook Capital Partners (Cayman), L.P. | $8.94 mm | Venture Capital Fund |
Pine Brook Capital Partners (SSP Offshore) II, L.P. | $4.54 mm | Venture Capital Fund |
Pine Brook Capital Partners (SSP), L.P. | $17.14 mm | Venture Capital Fund |
Pine Brook Capital Partners II, L.P. | $3.01 bn | Venture Capital Fund |
Pine Brook Capital Partners, L.P. | $145.89 mm | Venture Capital Fund |
PBCP Feeder, L.P. | ||
Pine Brook Feal Intermediate, L.P. | $222.70 mm | Venture Capital Fund |
Pine Brook PD (Cayman) Intermediate, L.P. | $783.30 mm | Venture Capital Fund |
Pine Brook PD Intermediate, L.P. | $486.63 mm | Venture Capital Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
SC 13G
Fidelis Insurance Holdings Ltd
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
4
HOWARD H NEWMAN
24 Aug 23
3
HOWARD H NEWMAN
24 Aug 23
SC 13G/A
MNRL Sub Inc.
31 Jan 23
4
HOWARD H NEWMAN
27 Jun 22
4
HOWARD H NEWMAN
23 Jun 22
4
HOWARD H NEWMAN
16 Jun 22
4
HOWARD H NEWMAN
14 Jun 22