NEBARI PARTNERS, LLC

NEBARI PARTNERS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 295859). Regulatory assets under management: $509.7M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (10)

NameRoleLocation
Daniel Emile FreumanCO-MANAGERNew York, NY
Gillam Charles ClarkCO-MANAGERVancouver, A1
Yvonne I PytlikCHIEF COMPLIANCE OFFICER
John Clark GilliamCO-MANAGER
Trevor Earle CohenCHIEF FINANCIAL OFFICER
PYTLIK YVONNE ICHIEF COMPLIANCE OFFICER
COHEN TREVOR EARLECHIEF FINANCIAL OFFICER
FLIPPEN CURTISCHIEF COMPLIANCE OFFICER
Freuman Daniel EmileCO-MANAGER
GILLIAM JOHN CLARKCO-MANAGER

Disclosures (4)

InitiatedTypeAllegationsStatusAmount
2024-09-17regulatoryON SEPTEMBER 17, 2024, THE SEC ANNOUNCED A SETTLEMENT AGREEMENT WITH NEBARI PARTNERS, LLC ("NEBARI"), IN WHICH THE SEC ALLEGED THAT NEBARI IN 2021 AND 2022 FAILED TO CONDUCT AUDITS OF, AND TIMELY DISTRIBUTE AUDITED FINANCIAL STATEMENTS TO INVESTORS IN, CERTAIN SPECIAL PURPOSE VEHICLES ("SPVS") IN AC…Final$80K

Private funds (5)

FundTypeFormedOwnersGross asset valueMin investment
NEBARI NATURAL RESOURCES CREDIT FUND II LPPrivate Equity FundDelaware114$373.9M
NEBARI GOLD FUND 1, LPPrivate Equity FundDelaware59$87.2M
NEBARI NATURAL RESOURCES CREDIT FUND I LPPrivate Equity FundDelaware85$46.3M
NEBARI NNRCFI CO-INVEST SERIES LLC - SERIES EXCELSIOR IIPrivate Equity FundDelaware5$1.5M
NEBARI NNRCFI CO-INVEST SERIES LLC - SERIES EXCELSIOR IIIPrivate Equity FundDelaware5$872K

Fund service providers (10)

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