Tc Equity Partners V, L.L.C. (Washington)


Tc Equity Partners V, L.L.C. is a large advisory firm based in Washington. It manages $291.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of District of Columbia and Minnesota.

Tc Equity Partners V, L.L.C provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tc Equity Partners V, L.L.C: assets under management

The assets under management (AUM) of Tc Equity Partners V, L.L.C. is $291.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $291.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.43 million each.
Tc Equity Partners V, L.L.C has custody of $291.43 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tc Equity Partners V, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tc Equity Partners V, L.L.C.

Frederic Vincent Malek has been acting as President since 1 Oct 2001. Douglas Paul Mccormick joined the executive team most recently as the Managing Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Frederic Vincent Malek Chairman 1 Oct 2001 25% - 50% 4677632
Carl John Rickertsen Managing partner 1 Oct 2001 25% - 50% 4677640
Barry Edwin Johnson Chief financial officer 1 Oct 2001 Other 4677654
Jeffrey William Goettman Managing partner 1 Oct 2001 25% - 50% 1936925
Daniel Mckenzie Dickinson Managing partner 1 Oct 2001 25% - 50% 1747099
Frederic Vincent Malek Managing member 1 Dec 2004 Other 4677632
Scott Daryll Rued Managing member 1 Dec 2004 Other 4815137
Jeffrey William Goettman Member 1 Dec 2004 Other 1936925
James John Forese Chief operating officer 1 Dec 2004 Other 4815222
Douglas Paul Mccormick Managing member 1 Dec 2004 Other 2760141
Rona Kennedy Chief compliance officer; chief financial officer 1 Dec 2004 Other 4897338
Daniel Mckenzie Dickinson Managing member 1 Dec 2004 Other 1747099
Llc Dickinson Investments Member 1 Jul 2005 Other 36-4480108
L.L.C. Thayer Management Partners Managing member 1 Jul 2005 Other 20-1122378
L.L.C. Thayer | Hidden Creek Partners Managing member 1 Jul 2005 Other 20-1122378
Llc Malek Hotels Member 1 Nov 2005 Other 54-1915759
Lisa Withers Chief compliance officer; controller 1 Mar 2007 Other 5303937
Lisa Costello Chief compliance officer; chief financial officer 1 Mar 2007 Other 5303937
Frederick V. Malek Revocable Trust U/A/D 6/19/92 Managing member 1 Aug 2007 Other xxx-xx-xxxx

Indirect Owners

The SEC currently registers 13 indirect owners.

Name Entity Date acquired Ownership Employer ID
Frederic Vincent Malek Trustee 1 Jun 1992 Other 4677632
Daniel Mckenzie Dickinson Trustee 1 Jun 1994 Other 1747099
Malek Family Generation Skipping Trust Member 1 Oct 1998 75% - 100% 51-6510108
Wilmington Trust Co. Trustee 1 Oct 1998 Other 51-0055023
Daniel Mckenzie Dickinson Manager 1 Nov 2001 Other 1747099
Regina Broccolo Dickinson Manager 1 Nov 2001 Other 5092259
Daniel Dickinson 2001 Family Trust Member 1 Nov 2001 50% - 75% 30-6001020
Daniel M. Dickinson Revocable Trust Member 1 Nov 2001 25% - 50% xxx-xx-xxxx
Thomas Allan Korman Trustee 1 Nov 2001 Other 5092297
Frederic Vincent Malek Managing member 1 Jul 2005 Other 4677632
Daniel Mckenzie Dickinson Managing member 1 Jul 2005 Other 1747099
Scott Daryll Rued Managing member 1 Jul 2005 Other 4815137
Douglas Paul Mccormick Managing member 1 Feb 2008 Other 2760141

Based in Washington

The principal office where Tc Equity Partners V, L.L.C. performs its advisory services is located at 1455 Pennsylvania Ave, Nw, Washington, DC 20004, which is also the mailing address of the firm. An additional office of the firm is in Northbrook, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-371-0150 or by fax 202-371-0391. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.thayercapital.com.

Registered investment advisers similar to Tc Equity Partners V, L.L.C.