Momentum Alternative Investments

FUND MANAGER DETAILS
Year Fund Started 2004
Type of Fund Manager Multi manager, Co-invest
Regulatory License Number 34758
Total Number of Investments to Date 42
Number of Investment Executives 7
Principal Office Address 268 West Avenue , Centurion , 0157
Key Contact Person and Designation Rian Smit
BEE Ownership Majority black owned
Company Description
Telephone 012 673 7589
E-mail rian.smit@momentum.co.za
Website www.momentum.co.za
FUND DETAILS
Name of Fund Momentum PE Fund I (harvesting)
Committed Capital of Fund R594m
Fund Structure Captive
Nature of Fund Multi-strategy
Number of Portfolio Companies 6 primary commitments, 4 co-investments
INVESTMENT PREFERENCES
Minimum Investment R30m
Maximum Investment R140m
Average Current Investment Size R50m
Industry Preference
Industry Excluded
Investment Stage Preference
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken
Geographical Preferences


FUND DETAILS
Name of Fund Momentum PE Fund II (deploying)
Committed Capital of Fund R355m
Fund Structure Captive
Nature of Fund Multi-strategy
Number of Portfolio Companies 5 primary commitments, 1 secondary
INVESTMENT PREFERENCES
Minimum Investment R30m
Maximum Investment R125m
Average Current Investment Size R40m
Industry Preference
Industry Excluded
Investment Stage Preference
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken
Geographical Preferences
FUND DETAILS
Name of Fund Momentum PE Fund III (committing)
Committed Capital of Fund
Fund Structure Captive
Nature of Fund Multi-strategy
Number of Portfolio Companies 7 primary commitments, 4 co-investments
INVESTMENT PREFERENCES
Minimum Investment R50m
Maximum Investment
Average Current Investment Size
Industry Preference
Industry Excluded
Investment Stage Preference
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken
Geographical Preferences