Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Siris Capital Group, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
SIRIS PARTNERS HOLDINGS, L.P.Direct owner · Schedule AInterest in SIRIS CAPITAL GROUP, LLC
75%+
FRANK AGUSTUS BAKERDirect owner · Schedule AInterest in SIRIS CAPITAL GROUP, LLC
< 5%
JEFFREY MEADE HENDRENDirect owner · Schedule AInterest in SIRIS CAPITAL GROUP, LLC
< 5%
IAN ANDREW SILVERMANDirect owner · Schedule AInterest in SIRIS CAPITAL GROUP, LLC
< 5%
SIRIS GROUP GP, LLCDirect owner · Schedule AInterest in SIRIS CAPITAL GROUP, LLC
< 5%
SIRIS PARTNERS FEEDER, L.P.Indirect owner · Schedule BInterest in SIRIS PARTNERS HOLDINGS, L.P.
75%+
FRANK AGUSTUS BAKERIndirect owner · Schedule BInterest in BAKER PARTNERSHIP MANAGEMENT, LLC
75%+
PETER ELLIOT BERGERIndirect owner · Schedule BInterest in BERGER PARTNERSHIP MANAGEMENT, LLC
75%+
JEFFREY MEADE HENDRENIndirect owner · Schedule BInterest in HENDREN PARTNERSHIP MANAGEMENT, LLC
75%+
BAKER PARTNERSHIP MANAGEMENT, LLCIndirect owner · Schedule BInterest in SIRIS GROUP GP, LLC
25% to < 50%
HENDREN PARTNERSHIP MANAGEMENT, LLCIndirect owner · Schedule BInterest in SIRIS GROUP GP, LLC
25% to < 50%
BERGER PARTNERSHIP MANAGEMENT, LLCIndirect owner · Schedule BInterest in SIRIS GROUP GP, LLC
25% to < 50%
BAKER PARTNERSHIP MANAGEMENT, LLCIndirect owner · Schedule BInterest in SIRIS PARTNERS FEEDER, L.P.
25% to < 50%
BERGER PARTNERSHIP MANAGEMENT, LLCIndirect owner · Schedule BInterest in SIRIS PARTNERS FEEDER, L.P.
25% to < 50%
HENDREN PARTNERSHIP MANAGEMENT, LLCIndirect owner · Schedule BInterest in SIRIS PARTNERS FEEDER, L.P.
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Siris Capital Group, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | FRANK AGUSTUS BAKERMANAGING PARTNERIndividual | SIRIS CAPITAL GROUP, LLC | Less than 5%Code NA | Yes | MANAGING PARTNER11/2010 | Schedule APDF page 66 |
| 2 | PETER ELLIOT BERGERCO-FOUNDER, CHAIRMANIndividual | SIRIS CAPITAL GROUP, LLC | Less than 5%Code NA | Yes | CO-FOUNDER, CHAIRMAN11/2010 | Schedule APDF page 66 |
| 3 | JEFFREY MEADE HENDRENMANAGING PARTNERIndividual | SIRIS CAPITAL GROUP, LLC | Less than 5%Code NA | Yes | MANAGING PARTNER11/2010 | Schedule APDF page 66 |
| 4 | IAN ANDREW SILVERMANPARTNER, CHIEF FINANCIAL OFFICERIndividual | SIRIS CAPITAL GROUP, LLC | Less than 5%Code NA | Yes | PARTNER, CHIEF FINANCIAL OFFICER03/2013 | Schedule APDF page 66 |
| 5 | SIRIS GROUP GP, LLCMANAGING MEMBERForeign entity | SIRIS CAPITAL GROUP, LLC | Less than 5%Code NA | Yes | MANAGING MEMBER02/2019 | Schedule APDF page 66 |
| 6 | SIRIS PARTNERS HOLDINGS, L.P.MEMBERForeign entity | SIRIS CAPITAL GROUP, LLC | 75% or moreCode E | Yes | MEMBER02/2019 | Schedule APDF page 66 |
| 7 | DENISE DIANE ALFIERICHIEF COMPLIANCE OFFICERIndividual | SIRIS CAPITAL GROUP, LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER09/2024 | Schedule APDF page 66 |
| 8 | FRANK AGUSTUS BAKERMANAGEMENT COMMITTEE MEMBERIndividual | SIRIS GROUP GP, LLC | Percentage not specifiedCode F | Yes | MANAGEMENT COMMITTEE MEMBER02/2019 | Schedule BPDF page 67 |
| 9 | PETER ELLIOT BERGERMANAGEMENT COMMITTEE MEMBERIndividual | SIRIS GROUP GP, LLC | Percentage not specifiedCode F | Yes | MANAGEMENT COMMITTEE MEMBER02/2019 | Schedule BPDF page 67 |
| 10 | JEFFREY MEADE HENDRENMANAGEMENT COMMITTEE MEMBERIndividual | SIRIS GROUP GP, LLC | Percentage not specifiedCode F | Yes | MANAGEMENT COMMITTEE MEMBER02/2019 | Schedule BPDF page 67 |
| 11 | SIRIS PARTNERS FEEDER, L.P.OWNERForeign entity | SIRIS PARTNERS HOLDINGS, L.P. | 75% or moreCode E | No | OWNER02/2019 | Schedule BPDF page 67 |
| 12 | SIRIS GROUP GP, LLCGENERAL PARTNERForeign entity | SIRIS PARTNERS HOLDINGS, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER02/2019 | Schedule BPDF page 67 |
| 13 | SIRIS GROUP GP, LLCGENERAL PARTNERForeign entity | SIRIS PARTNERS FEEDER, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER02/2019 | Schedule BPDF page 67 |
| 14 | BAKER PARTNERSHIP MANAGEMENT, LLCOWNERDomestic entity | SIRIS GROUP GP, LLC | 25% to less than 50%Code C | Yes | OWNER12/2020 | Schedule BPDF page 67 |
| 15 | HENDREN PARTNERSHIP MANAGEMENT, LLCOWNERDomestic entity | SIRIS GROUP GP, LLC | 25% to less than 50%Code C | Yes | OWNER12/2020 | Schedule BPDF page 67 |
| 16 | BERGER PARTNERSHIP MANAGEMENT, LLCOWNERDomestic entity | SIRIS GROUP GP, LLC | 25% to less than 50%Code C | Yes | OWNER12/2020 | Schedule BPDF page 67 |
| 17 | BAKER PARTNERSHIP MANAGEMENT, LLCOWNERDomestic entity | SIRIS PARTNERS FEEDER, L.P. | 25% to less than 50%Code C | Yes | OWNER12/2020 | Schedule BPDF page 67 |
| 18 | BERGER PARTNERSHIP MANAGEMENT, LLCOWNERDomestic entity | SIRIS PARTNERS FEEDER, L.P. | 25% to less than 50%Code C | Yes | OWNER12/2020 | Schedule BPDF page 67 |
| 19 | HENDREN PARTNERSHIP MANAGEMENT, LLCOWNERDomestic entity | SIRIS PARTNERS FEEDER, L.P. | 25% to less than 50%Code C | Yes | OWNER12/2020 | Schedule BPDF page 67 |
| 20 | FRANK AGUSTUS BAKEROWNERIndividual | BAKER PARTNERSHIP MANAGEMENT, LLC | 75% or moreCode E | Yes | OWNER12/2020 | Schedule BPDF page 67 |
| 21 | PETER ELLIOT BERGEROWNERIndividual | BERGER PARTNERSHIP MANAGEMENT, LLC | 75% or moreCode E | Yes | OWNER12/2020 | Schedule BPDF page 67 |
| 22 | JEFFREY MEADE HENDRENOWNERIndividual | HENDREN PARTNERSHIP MANAGEMENT, LLC | 75% or moreCode E | Yes | OWNER12/2020 | Schedule BPDF page 67 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/31/2026 1:18:10 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.