# CAPITAL PARTNERS HOLDINGS, INC.

CAPITAL PARTNERS HOLDINGS, INC. of NORWALK, CT is an SEC-registered investment adviser.

## Registration

- CRD: 161657
- Type: SEC-registered investment adviser
- SEC file number: 801-74335
- Location: 301 MERRITT 7, NORWALK, CT, 06851
- Phone: 203-625-0770
- Latest filing: 2023-10-25
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 25
- Accounts: 15

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [TUCKER BRUCE ROBERT](https://search.stillhousedata.com/person/731882) | MANAGING DIRECTOR; MANAGING DIRECTOR (REGISTRANT); MANAGING PARTNER (REGISTRANT) (+5 more) | — |
| [FITZGERALD JOHN DAVID](https://search.stillhousedata.com/person/761625) | FOUNDER & CHAIRMAN (REGISTRANT) | — |
| [TAN LUCIO C](https://search.stillhousedata.com/person/780010) | MEMBER (CP ADVISER); MEMBER (FUND II GP) | — |
| [FITZGERALD BRIAN](https://search.stillhousedata.com/person/820856) | FOUNDER & CHAIRMAN (REGISTRANT); FOUNDER & MANAGING DIRECTOR; FOUNDER & MANAGING DIRECTOR (REGISTRANT) (+7 more) | — |
| [ALLSTEADT MARK](https://search.stillhousedata.com/person/820857) | MANAGING DIRECTOR; MANAGING DIRECTOR (REGISTRANT); MANAGING PARTNER (REGISTRANT) (+4 more) | — |
| [SIDWA JAMES](https://search.stillhousedata.com/person/820858) | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER (REGISTRANT); MANAGING DIRECTOR (REGISTRANT) (+2 more) | — |
| [WILLERT JOHN C](https://search.stillhousedata.com/person/820859) | MEMBER (CP ADVISER); MEMBER (FUND II GP) | — |
| [LANGER MARK BENNETT](https://search.stillhousedata.com/person/820860) | MEMBER (CP ADVISER); MEMBER (FUND II GP) | — |
| [SUDER THURSTEN TILO](https://search.stillhousedata.com/person/820861) | MEMBER (CP ADVISER); MEMBER (FUND II GP) | — |
| [TUCKER JAY SCOTT](https://search.stillhousedata.com/person/826678) | MANAGING PARTNER (REGISTRANT) | — |
| [KOWAL ANASTASIA](https://search.stillhousedata.com/person/850990) | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER (REGISTRANT) | — |
| [ALLSTEADT MARK DOUGLAS](https://search.stillhousedata.com/person/864381) | MANAGING PARTNER (REGISTRANT) | — |
| [KOWAL ANASTASIA BURNSWORTH](https://search.stillhousedata.com/person/864382) | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER (REGISTRANT) | — |
| [RIFATI BERAT NMN](https://search.stillhousedata.com/person/879879) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (15)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| HEARTWOOD PARTNERS III, L.P. | Private Equity Fund | — | 97 | $602.4M | $100K |
| HEARTWOOD PARTNERS II, L.P. | Private Equity Fund | — | 128 | $236.5M | $100K |
| CP ZEST LLC | Private Equity Fund | — | 45 | $132.0M | $50K |
| CP THOR, LLC | Private Equity Fund | — | 16 | $120.7M | $100K |
| CP HUSKY LLC | Private Equity Fund | — | 31 | $114.2M | $100K |
| CP PUMA | Private Equity Fund | — | 15 | $108.2M | $100K |
| CP MASTERPIECE, LLC | Private Equity Fund | — | 30 | $92.8M | $50K |
| CP TITAN, LLC | Private Equity Fund | — | 25 | $89.8M | $100K |
| CP TWIN, LLC | Private Equity Fund | — | 15 | $72.8M | $100K |
| HWP EAGLE | Private Equity Fund | — | 15 | $72.4M | $1.0M |
| CP PANTHER, LLC | Private Equity Fund | — | 49 | $71.8M | $50K |
| HWP GREEN | Private Equity Fund | — | 16 | $65.6M | $1.0M |
| HWP CORE | Private Equity Fund | — | 18 | $44.5M | $1.0M |
| CP SPRING, LLC | Private Equity Fund | — | 33 | $3.6M | $100K |
| CP ALGAE, LLC | Private Equity Fund | — | 41 | $1.2M | $50K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161657/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161657/similar
- Related entities: https://search.stillhousedata.com/firm/161657/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161657

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.