Investment adviser · CRD 167303

TECUM CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

WEXFORD, PA, United States · Form ADV filed Apr 2, 2020

Regulatory AUM
$638M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
14
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 vehicles5$638,283,203100.0%
Filing source

Form ADV 1410378 · Apr 2, 2020 · 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

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.

F.N.B. CAPITAL PARTNERS, L.P.Other Private Fund · Last reported Apr 2, 2020$150MGross asset value
Fund administrator PE FUND SERVICES, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM CHICAGO, Illinois, United States
Custodian MB FINANCIAL BANK DOWNERS GROVE, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM
PCAOB 49

Fund details & source
Fund ID
805-5544499309
Reported beneficial owners
62
Minimum commitment
$500K
Form D file number
021-196639

Form ADV 1410378 · Apr 2, 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.

WESTERN ALLEGHENY CAPITAL III, LLCPrivate Equity Fund · Last reported Apr 2, 2020$150MGross asset value
Auditor BDO CHICAGO, Illinois, United States
Custodian FIRST NATIONAL BANK HERMITAGE, Pennsylvania, 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

BDO
PCAOB 243

Fund details & source
Fund ID
805-8369364523
Reported beneficial owners
1
Minimum commitment
$5M
Form D file number
021-286624

Form ADV 1410378 · Apr 2, 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.

WESTERN ALLEGHENY CAPITAL II, LLCPrivate Equity Fund · Last reported Apr 2, 2020$100MGross asset value
Auditor BDO CHICAGO, Illinois, United States
Custodian FIRST NATIONAL BANK HERMITAGE, Pennsylvania, 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

BDO
PCAOB 243

Fund details & source
Fund ID
805-1902617720
Reported beneficial owners
1
Minimum commitment
$50M
Form D file number
021-286624

Form ADV 1410378 · Apr 2, 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.

WESTERN ALLEGHENY CAPITAL, LLCPrivate Equity Fund · Last reported Apr 2, 2020$100MGross asset value

Form D fundraising filings

Western Allegheny Capital, LLC

Auditor BDO CHICAGO, Illinois, United States
Custodian FIRST NATIONAL BANK HERMITAGE, Pennsylvania, 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

BDO
PCAOB 243

Fund details & source
Fund ID
805-1585949788
Reported beneficial owners
1
Minimum commitment
$50M
Form D file number
021-286624

Form ADV 1410378 · Apr 2, 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.

TECUM CAPITAL PARTNERS II, LPOther Private Fund · Last reported Apr 2, 2020$66.3MGross asset value

Form D fundraising filings

Tecum Capital Partners II, L.P.

Fund administrator PE FUND SERVICES, LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM CHICAGO, Illinois, United States
Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM
PCAOB 49

Fund details & source
Fund ID
805-7602227200
Reported beneficial owners
83
Minimum commitment
$500K
Form D file number
021-281136

Form ADV 1410378 · Apr 2, 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.

F.N.B. CAPITAL CORPORATION, LLCPrivate Equity Fund · Last reported May 21, 2019$125MGross asset value
Auditor ERNST & YOUNG PITTSBURGH, Pennsylvania, United States
Custodian FIRST NATIONAL BANK HARMITAGE, Pennsylvania, 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
PCAOB 49

Fund details & source
Fund ID
805-5870364525
Reported beneficial owners
1
Minimum commitment
$3M

Form ADV 1302724 · May 21, 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.

Services & filing details

Most recent filing: Apr 2, 2020. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

8000 BROOKTREE RD, SUITE 310 - TECUM
WEXFORD, PA, 15090, United States

CRD 167303

Filing source

Form ADV 1410378 · Apr 2, 2020 · 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.