Investment adviser · CRD 167043

COLLINSON HOWE VENTURE PARTNERS, INC.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

WESTPORT, CT, United States · Form ADV filed Mar 29, 2024

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HEALTHINVEST EQUITY PARTNERS, LPVenture Capital Fund · Last reported Mar 29, 2024$14.4MGross asset value
Auditor RSMI, (AKA, MCGLADREY & PULLEN LLP) NEW YORK, New York, United States
Custodian BANK OF AMERICA - VAULT STAMFORD, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSMI, (AKA, MCGLADREY & PULLEN LLP)
PCAOB 49

Fund details & source
Fund ID
805-6686151130
Reported beneficial owners
22
Minimum commitment
$50K

Form ADV 1855695 · Mar 29, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHL MEDICAL PARTNERS II, L.P.Venture Capital Fund · Last reported Mar 30, 2023$1.58MGross asset value
Auditor RSMI, (AKA, MCGLADREY & PULLEN LLP) NEW YORK, New York, United States
Custodian BANK OF AMERICA - VAULT STAMFORD, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSMI, (AKA, MCGLADREY & PULLEN LLP)
PCAOB 49

Fund details & source
Fund ID
805-4221463146
Reported beneficial owners
59
Minimum commitment
$250K

Form ADV 1744334 · Mar 30, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHL MEDICAL PARTNERS III, L.P.Venture Capital Fund · Last reported Mar 30, 2023$1.44MGross asset value
Auditor RSMI, (AKA, MCGLADREY & PULLEN LLP) NEW YORK, New York, United States
Custodian BANK OF AMERICA - VAULT STAMFORD, Connecticut, United States Related to adviser: No
Custodian MAXIM GROUP LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSMI, (AKA, MCGLADREY & PULLEN LLP)
PCAOB 49

MAXIM GROUP LLC
SEC 8-65337

Fund details & source
Fund ID
805-9994624056
Reported beneficial owners
30
Minimum commitment
$250K
Form D file number
021-94299

Form ADV 1744334 · Mar 30, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHL MEDICAL PARTNERS III SIDE FUND, L.P.Venture Capital Fund · Last reported Mar 30, 2023$149KGross asset value
Auditor RSMI, (AKA, MCGLADREY & PULLEN LLP) NEW YORK, New York, United States
Custodian BANK OF AMERICA - VAULT STAMFORD, Connecticut, United States Related to adviser: No
Custodian MAXIM GROUP LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSMI, (AKA, MCGLADREY & PULLEN LLP)
PCAOB 49

MAXIM GROUP LLC
SEC 8-65337

Fund details & source
Fund ID
805-8177746223
Reported beneficial owners
4
Minimum commitment
$1M
Form D file number
021-102835

Form ADV 1744334 · Mar 30, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHL MEDICAL PARTNERS, L.P.Venture Capital Fund · Last reported Mar 29, 2019$113KGross asset value
Custodian BANK OF AMERICA - VAULT STAMFORD, Connecticut, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9404415953
Reported beneficial owners
45
Minimum commitment
$250K

Form ADV 1301929 · Mar 29, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHL MEDICAL PARTNERS II SIDE FUND, L.P.Venture Capital Fund · Last reported Mar 30, 2020$85.2KGross asset value
Auditor RSMI, (AKA, MCGLADREY & PULLEN LLP) NEW YORK, New York, United States
Custodian BANK OF AMERICA - VAULT STAMFORD, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSMI, (AKA, MCGLADREY & PULLEN LLP)
PCAOB 49

Fund details & source
Fund ID
805-3937831073
Reported beneficial owners
3
Minimum commitment
$2M

Form ADV 1403608 · Mar 30, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 29, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

113 POST ROAD EAST
WESTPORT, CT, 06880, United States

CRD 167043

Filing source

Form ADV 1855695 · Mar 29, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.