Housatonic Management Company, Inc.
● SEC registered since 2012CRD 157618SEC# 801-74152San Francisco, CA
Ranks #2,363 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.71B
Fund GAV
$1.71B
Private funds
13
Employees
16
Accounts
13
Location
San Francisco, CA
Housatonic Management Company, Inc. assets under management
Housatonic Management Company, Inc. operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2012. It reports $1.7 billion in regulatory assets under management and employs 16 people. Housatonic Management Company, Inc. manages 13 private funds with combined gross assets of $1.7 billion, including Housatonic Equity Investors VI, L.P. By regulatory assets, it ranks 2,363 of 6,004 private fund managers.
Housatonic Management Company, Inc. private funds
13 funds · $1.71B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Housatonic Equity Investors VI, L.P. | Private Equity | $650.9M | $5M |
| Housatonic Equity Investors V L.P. | Private Equity | $366.7M | $5M |
| Housatonic Equity Investors VII, LP | Private Equity | $282.7M | $5M |
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Join to unlock · $37/moHousatonic Management Company, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Charles Dodd Control | Managing Director | Under 5% | 2024 |
| Eliot (nmn) Wasdworth | Special Limited Partner | 10-25% | 1994 |
| H. Irving Grousbeck | Trustee Of The H. Irving Grousbeck Revocable Trust | 10-25% | 1995 |
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Join to unlock · $37/moFrequently asked questions
How much does Housatonic Management Company, Inc. manage?
Housatonic Management Company, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Housatonic Management Company, Inc. manage?
Housatonic Management Company, Inc. manages 13 private funds with combined gross assets of $1.7 billion.
How many employees does Housatonic Management Company, Inc. have?
Housatonic Management Company, Inc. reports 16 employees.
Where is Housatonic Management Company, Inc. located?
Housatonic Management Company, Inc. is based in San Francisco, CA and has been SEC-registered since 2012.
Does Housatonic Management Company, Inc. disclose fund performance?
Housatonic Management Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Post Street, Suite 2600, San Francisco, CA 94104 |
| Phone | (415) 955-9020 |
| Fax | 415-955-9053 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.71B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,004 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.71Bregulatory AUM
Discretionary $1.71B
Service providers
Auditor
Custodian