CATTERTON MANAGEMENT Overview

Catterton Management Company L.l.c. is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 79 employees, of which 58 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 33MM in positions, representing 1% of the manager's regulatory AUM.

CATTERTON MANAGEMENT StockAlpha

-44.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CATTERTON MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NDLS 100% Cons. Disc. -2.31% -6.02% 23 1%
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FEATURED IN
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CATTERTON MANAGEMENT Founders and Key Employees

Name Title In Position Since
James M. Chu Managing Member January-2004
Scott A. Dahnke Managing Member January-2004
Sandra A. Kim-Suk Chief Financial Officer, Chief Administrative Officer August-2013
Daniel T. Reid Chief Compliance Officer, Deputy General Counsel October-2014
David M. Mcpherson Member And Chief Legal Officer August-2009

CATTERTON MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
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Custodian Pro

CATTERTON MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis and Investment Strategies
The Catterton funds primarily participate in private equity and equity-related investments in middle-market consumer growth companies, including, for example, acquisitions, management buyouts or recapitalizations. We seek to closely partner with entrepreneurial owners and/or management teams of portfolio companies to grow their companies.

Catterton’s investment approach is based on (i) its extensive network of differentiated relationships developed over its 25 year history; (ii) a highly analytic proprietary investment process for identifying and screening investment opportunities; and (iii) a value creation approach predicated on operational improvements which are supported by Catterton’s team of operating and investment professionals. This investment approach includes the analysis of each of its targeted segments, or verticals, within the consumer mar...
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CATTERTON MANAGEMENT Portfolio Concentration

CATTERTON MANAGEMENT Location

599 W. PUTNAM AVENUE
GREENWICH, Connecticut
UNITED STATES, 06830-6005

CATTERTON MANAGEMENT Contact Information

Phone Number: 203-629-4901
Fax Number: 203-629-4903
Website:

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