BUILDGROUP MANAGEMENT, LLC

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Buildgroup Management is based out of Austin. Buildgroup Management is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $458,724,660 (Form ADV from 2022-03-29). Whalewisdom has at least 1 13D filings, and 1 Form 4 filings

Contact Info

buildgroup management, llc
3500 JEFFERSON ST.
AUSTIN TX    78731

Business Phone: 5129942983
SEC SIC CODE:
7372-SERVICES-PREPACKAGED SOFTWARE

View Last Form Adv Compilation Report on Record

BUILDGROUP MANAGEMENT
3500 JEFFERSON STREET SUITE 303
AUSTIN TX    78731
Country: United States

Business Phone: 512-994-2983
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Performance-based fees,REIMBURSEMENT FOR BOARD-APPROVED EXPENSES AND COMPENSATION
Amount of client funds and securities: 458,725,000
Total Number of Clients: 3
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2022-03-29
Name Title Start Date Direct/Indirect % Ownership
KENNEDY, CRAIG, LAWRENCE MANAGING DIRECTOR 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGING DIRECTOR direct 2020-07-01
NAPIER, ALBERT, LANHAM CHIEF EXECUTIVE OFFICER 03/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MANAGING PARTNER 12/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
FOK, CHRISTINA, P CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER 11/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2021-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 249,722,805 10,000,000
BG BNFT PARALLEL I LLC United States 805-9348639997 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 12,834,387 0
BG BNFT PARALLEL II LLC United States 805-9971022401 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 29,866,481 0

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
KENNEDY, CRAIG, LAWRENCE MANAGING DIRECTOR 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGING DIRECTOR direct 2020-07-01
NAPIER, ALBERT, LANHAM CHIEF EXECUTIVE OFFICER 03/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MANAGING DIRECTOR & CCO 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 141,653,041 10,000,000
BG BNFT PARALLEL I LLC United States 805-9348639997 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 12,155,602 0
BG BNFT PARALLEL II LLC United States 805-9971022401 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 28,702,456 0

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2020-11-03
Name Title Start Date Direct/Indirect % Ownership
KENNEDY, CRAIG, LAWRENCE MANAGING DIRECTOR 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGING DIRECTOR direct 2020-07-01
NAPIER, ALBERT, LANHAM CHIEF EXECUTIVE OFFICER 03/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MANAGING DIRECTOR 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
HERZ, KENNETH, VINCENT CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 142,459,485 10,000,000

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2020-09-14
Name Title Start Date Direct/Indirect % Ownership
HALL, ROBERT, GRAYSON MANAGING DIRECTOR 05/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGING DIRECTOR direct 2019-03-01
KENNEDY, CRAIG, LAWRENCE MANAGING DIRECTOR 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGING DIRECTOR direct 2020-07-01
NAPIER, ALBERT, LANHAM CHIEF EXECUTIVE OFFICER 03/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MANAGING DIRECTOR 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
HERZ, KENNETH, VINCENT CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 142,459,485 10,000,000

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 142,459,485 10,000,000

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2019-09-12
Name Title Start Date Direct/Indirect % Ownership
HALL, ROBERT, GRAYSON MANAGING DIRECTOR 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGING DIRECTOR direct 2019-03-01
NAPIER, ALBERT, LANHAM CHIEF EXECUTIVE OFFICER 03/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MANAGING DIRECTOR 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
kleber, Klee, Robert MANAGING DIRECTOR 12/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
HERZ, KENNETH, VINCENT CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 105,719,362 10,000,000

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2019-05-30
Name Title Start Date Direct/Indirect % Ownership
HALL, ROBERT, GRAYSON MANAGING DIRECTOR 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGING DIRECTOR direct 2019-03-01
NAPIER, ALBERT, LANHAM CHIEF EXECUTIVE OFFICER 03/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MANAGING DIRECTOR 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
kleber, Klee, Robert MANAGING DIRECTOR 12/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
HERZ, KENNETH, VINCENT CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 105,719,362 10,000,000

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
HALL, ROBERT, GRAYSON MANAGING DIRECTOR 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGING DIRECTOR direct 2019-03-01
NAPIER, ALBERT, LANHAM CHIEF EXECUTIVE OFFICER 03/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MANAGING DIRECTOR 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
kleber, Klee, Robert MANAGING DIRECTOR 12/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
HERZ, KENNETH, VINCENT CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL OR MINORITY INVESTMENTS 105,719,362 10,000,000

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2018-10-02
Name Title Start Date Direct/Indirect % Ownership
NAPIER, ALBERT, LANHAM MANAGING MEMBER 03/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MEMBER 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
FREELAND, PETER, BURROWS MEMBER 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
kleber, Klee, Robert MEMBER 12/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
HERZ, KENNETH, VINCENT CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund LONG-TERM, CONTROL AND NONCONTROL INVESTMENTS 57,628,619 10,000,000

BUILDGROUP MANAGEMENT, LLC

ownership team - last updated 2017-10-18
Name Title Start Date Direct/Indirect % Ownership
NAPIER, ALBERT, LANHAM MANAGING MEMBER 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MANAGING MEMBER direct 2015-12-01
CURRY, JAMES, NELSON MEMBER 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
FREELAND, PETER, BURROWS MEMBER 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
kleber, Klee, Robert MEMBER 12/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC MANAGER direct 2015-12-01
BUILDGROUP MANAGEMENT, LLC MEMBER direct 2015-12-01
HERZ, KENNETH, VINCENT CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUILDGROUP MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BUILDGROUP LLC United States 805-6297320169 Other Private Fund SHORT-TERM, CONTROL AND NONCONTROL INVESTMENTS 46,000,000 10,000,000

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