Integrum Holdings LP

Integrum Holdings LP is an SEC‑registered investment adviser that provides discretionary investment management exclusively to private equity funds and currently manages approximately $2.55 billion in client assets. Its clients are closed private fund vehicles that commit capital through fundraising stages and receive investment, monitoring and portfolio management services in accordance with each fund’s offering and organizational documents.

The firm follows a thematic, technology‑driven private equity approach focused on insurance and insurance services, corporate and business services, fintech and payments, and traditional financial services, seeking capital appreciation through equity and equity‑oriented investments. Integrum generally targets companies with enterprise values in the roughly $500 million to $2 billion range, intends to build five to six core investments per fund, conducts due diligence and active monitoring, and may use leverage on a case‑by‑case basis.

Notable disclosures in the brochure that distinguish Integrum from many peers include its use of endorsements in advertising, an uncommon practice among similar investment managers, and its explicit policy that certain travel, entertainment and related expenses (including first‑class or private air travel) may be treated as Client expenses. The firm also emphasizes flexible fee arrangements and side‑letter practices, co‑investment allocations and its common ownership/control relationship with the funds’ general partner — governance features and potential conflicts the brochure says are managed through allocation policies and an LP Advisory Committee.