Investment adviser · CRD 162172

ESPMGMT, LLC

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.

CLEVELAND, OH, United States · Form ADV filed Nov 11, 2024

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

Private funds & service providers

2 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.

EARLY STAGE PARTNERS II, L.P.Venture Capital Fund · Last reported Nov 11, 2024$16.3MGross asset value
Auditor HOBE & LUCAS CERTIFIED PUBLIC ACCOUNTANTS INC INDEPENDENCE, Ohio, United States
Custodian KEY BANK NA CLEVELAND, Ohio, United States Related to adviser: No
Custodian PNC BANK CLEVELAND, Ohio, 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

HOBE & LUCAS CERTIFIED PUBLIC ACCOUNTANTS INC
PCAOB 126

Fund details & source
Fund ID
805-5783246305
Reported beneficial owners
20
Minimum commitment
$230K
Form D file number
021-115913

Form ADV 1912667 · Nov 11, 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.

EARLY STAGE PARTNERS L.P.Venture Capital Fund · Last reported Nov 11, 2024$4.35MGross asset value
Auditor HOBE & LUCAS CERTIFIED PUBLIC ACCOUNTANTS INC INDEPENDENCE, Ohio, United States
Custodian KEY BANK NA CLEVELAND, Ohio, United States Related to adviser: No
Custodian PNC BANK CLEVELAND, Ohio, 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

HOBE & LUCAS CERTIFIED PUBLIC ACCOUNTANTS INC
PCAOB 126

Fund details & source
Fund ID
805-9986717947
Reported beneficial owners
41
Minimum commitment
$100K
Form D file number
021-1163940

Form ADV 1912667 · Nov 11, 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.

Services & filing details

Most recent filing: Nov 11, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1801 EAST 9TH STREET, SUITE 1700
CLEVELAND, OH, 44114, United States

CRD 162172

Filing source

Form ADV 1912667 · Nov 11, 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.