|
2001
|
First Reserve GP XI
Stamford,
Connecticut
|
$400M
|
+$102M
|
+34%
|
57.1%
|
26.4%
|
2
|
0%
|
|
|
2002
|
Alambic Investment Management
Belvedere,
California
|
$399M
|
+$89.7M
|
+29%
|
3.59%
|
47.6%
|
639
|
41.47%
|
|
|
2003
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$399M
|
-$71.1M
|
-15%
|
7.42%
|
35.5%
|
42
|
9.52%
|
|
|
2004
|
William Harris Investors
Chicago,
Illinois
|
$399M
|
-$307K
|
-0.1%
|
1.93%
|
3.28%
|
102
|
11.76%
|
|
|
2005
|
Parthenon LLC
Louisville,
Kentucky
|
$399M
|
+$9.13M
|
+2%
|
3.3%
|
80.8%
|
110
|
2.73%
|
|
|
2006
|
Crestwood Capital Management
New York
|
$398M
|
-$108M
|
-21%
|
4.32%
|
129%
|
36
|
27.78%
|
|
|
2007
|
SNS Financial Group
Minneapolis,
Minnesota
|
$398M
|
+$5.3M
|
+1%
|
1.85%
|
41.8%
|
138
|
23.19%
|
|
|
2008
|
Deltec Asset Management
New York
|
$398M
|
-$431K
|
-0.1%
|
1.83%
|
128%
|
165
|
22.42%
|
|
|
2009
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$397M
|
+$11.2M
|
+3%
|
4.28%
|
49.7%
|
739
|
5.82%
|
|
|
2010
|
Cobiz Wealth
Denver,
Colorado
|
$397M
|
-$10.5M
|
-3%
|
2.26%
|
54%
|
147
|
12.24%
|
|
|
2011
|
Essex Woodlands Management
The Woodlands,
Texas
|
$397M
|
+$14.8M
|
+4%
|
6.82%
|
203%
|
10
|
10%
|
|
|
2012
|
Hillcrest Asset Management
Plano,
Texas
|
$397M
|
-$1.67M
|
-0.4%
|
4.39%
|
97.2%
|
53
|
13.21%
|
|
|
2013
|
V3 Capital Management
Dallas,
Texas
|
$397M
|
+$19.8M
|
+5%
|
6.48%
|
20.5%
|
21
|
66.67%
|
|
|
2014
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$396M
|
-$15.4M
|
-4%
|
0.04%
|
128%
|
280
|
21.43%
|
|
|
2015
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$395M
|
-$52.1M
|
-12%
|
2.31%
|
186%
|
133
|
21.8%
|
|
|
2016
|
Dragoneer Investment Group
San Francisco,
California
|
$395M
|
+$77.1M
|
+24%
|
6.69%
|
45.6%
|
19
|
42.11%
|
|
|
2017
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$395M
|
+$10.2M
|
+3%
|
0.61%
|
107%
|
91
|
10.99%
|
|
|
2018
|
Carbonado Capital
New York
|
$393M
|
+$5.6M
|
+1%
|
7.22%
|
62.2%
|
12
|
8.33%
|
|
|
2019
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$392M
|
+$5.42M
|
+1%
|
1.13%
|
51.2%
|
41
|
12.2%
|
|
|
2020
|
|
$392M
|
-$22M
|
-5%
|
3.86%
|
72.2%
|
89
|
21.35%
|
|
|
2021
|
Investment Management of Virginia
Richmond,
Virginia
|
$391M
|
+$10.2M
|
+3%
|
1.08%
|
93.4%
|
151
|
10.6%
|
|
|
2022
|
Bruce & Co
Chicago,
Illinois
|
$391M
|
+$32.5M
|
+9%
|
7.01%
|
65.7%
|
50
|
8%
|
|
|
2023
|
Kings Point Capital Management
Great Neck,
New York
|
$391M
|
-$2.04M
|
-0.5%
|
4.14%
|
80.1%
|
343
|
13.41%
|
|
|
2024
|
Academy Capital Management
Waco,
Texas
|
$389M
|
-$23.4M
|
-6%
|
0.55%
|
71.3%
|
45
|
11.11%
|
|
|
2025
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$389M
|
-$38.2M
|
-9%
|
3.6%
|
20.9%
|
103
|
28.16%
|
|