Investment adviser · CRD 157618

HOUSATONIC PARTNERS

Investment adviser filing (IA)

HOUSATONIC MANAGEMENT COMPANY, INC.

SAN FRANCISCO, CA, United States · Form ADV filed Mar 23, 2026

Regulatory AUM
$1.71B
Form ADV · Item 5.F
Client accounts
13
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
11
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles13$1,709,619,379100.0%
Filing source

Form ADV 2056093 · Mar 23, 2026 · Item 5.D

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

Private funds & service providers

20 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.

HOUSATONIC EQUITY INVESTORS VI, L.P.Private Equity Fund · Last reported Mar 23, 2026$651MGross asset value

Form D fundraising filings

Housatonic Equity Investors VI, L.P.

Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK NA SANTA CLARA, California, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-4362438397
Reported beneficial owners
49
Minimum commitment
$5M
Form D file number
021-233490

Form ADV 2056093 · Mar 23, 2026 · 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.

HOUSATONIC EQUITY INVESTORS V L.P.Private Equity Fund · Last reported Mar 23, 2026$367MGross asset value

Form D fundraising filings

Housatonic Equity Investors V, L.P.

Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-6188667320
Reported beneficial owners
88
Minimum commitment
$5M
Form D file number
021-140199

Form ADV 2056093 · Mar 23, 2026 · 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.

HOUSATONIC EQUITY INVESTORS VII, LPPrivate Equity Fund · Last reported Mar 23, 2026$283MGross asset value

Form D fundraising filings

Housatonic Equity Investors VII, L.P.

Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK NA SANTA CLARA, California, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-6826097075
Reported beneficial owners
54
Minimum commitment
$5M
Form D file number
021-366026

Form ADV 2056093 · Mar 23, 2026 · 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.

HOUSATONIC IV CF, L.P.Private Equity Fund · Last reported Mar 23, 2026$210MGross asset value

Form D fundraising filings

Housatonic IV CF, L.P.

Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-5167157215
Reported beneficial owners
36
Minimum commitment
$5M
Form D file number
021-434948

Form ADV 2056093 · Mar 23, 2026 · 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.

HOUSATONIC EQUITY INVESTORS IV L.P.Private Equity Fund · Last reported Mar 23, 2026$88MGross asset value
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-3467902360
Reported beneficial owners
94
Minimum commitment
$300K
Form D file number
021-108012

Form ADV 2056093 · Mar 23, 2026 · 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.

HOUSATONIC EQUITY AFFILIATES VII, LPPrivate Equity Fund · Last reported Mar 23, 2026$41.3MGross asset value

Form D fundraising filings

Housatonic Equity Affiliates VII, L.P.

Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-8893448512
Reported beneficial owners
39
Minimum commitment
$500K
Form D file number
021-366030

Form ADV 2056093 · Mar 23, 2026 · 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.

HOUSATONIC EQUITY AFFILIATES VI L.P.Private Equity Fund · Last reported Mar 23, 2026$31.2MGross asset value

Form D fundraising filings

Housatonic Equity Affiliates VI, L.P.

Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, 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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-6012374503
Reported beneficial owners
21
Minimum commitment
$500K
Form D file number
021-245454

Form ADV 2056093 · Mar 23, 2026 · 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 23, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

ONE POST STREET, SUITE 2600
SAN FRANCISCO, CA, 94104, United States

CRD 157618

Filing source

Form ADV 2056093 · Mar 23, 2026 · 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.