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Integrum Holdings LP

Private equity adviser New York, NY integrum.us

SEC data as of Sep 30, 2026

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  1. Integrum Holdings LP is an SEC-registered investment adviser based in New York, NY.

    Form ADV

  2. It reports 12 private funds on Form ADV, all private equity. The largest is Integrum Capital Partners II LPfund, at $2.72B.

    Form ADV

  3. Its website lists 6 deals, the latest Allworth Financialcompany on Apr 30, 2026 (the deal).

    Website

  4. Its website lists 8 portfolio companies, all current, among them Allworth Financialcompany and Truecompany.

    Website

  5. Its team page and SEC filings name 29 people, including Ursula Maxine Burns, Member of Management Committee.

    Form ADVTeam page

Funds

first 2 of 12CSV

FundTypeGross assetsOwnersSource
Integrum Capital Partners II LPPrivate equity$2.72B128Form ADV
Integrum Capital Partners LPPrivate equity$1.24B137Form ADV

10 more funds

$1.53B in gross assets between them.

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Fund offerings

first 2 of 10

VehicleLast filedSoldOfferingInvestorsSource
Integrum Rocky Co-Invest I LP · Private equityDec 8, 2025$93MOpen-ended6Form D
Integrum Grit Co-Invest LP · Private equityJul 23, 2025$600M$600M58Form D

8 more offerings

$1.19B sold between them.

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Deals

first 2 of 6CSV

DateDealIts roleSource
Apr 30, 2026Allworth Financial · InvestmentBuyerWebsite
Nov 18, 2025True · InvestmentBuyerWebsite

4 more deals

Going back to 2023.

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Portfolio companies

first 2 of 8CSV

CompanySectorStatusSource
Allworth FinancialCapital-Light Financial ServicesCurrent · 2026Website
TrueBusiness & Professional ServicesCurrent · 2026Website

6 more companies

6 current.

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People

first 2 of 29CSV

NameTitleSource
Ursula Maxine BurnsMember of Management CommitteeForm ADVTeam page
Edward Joseph GoldthorpeTrustee of Olson 2019 Family TrustForm ADV

Members open the contacts published for 20 of these people: 20 LinkedIn profiles.

27 more people

3 partners, principals and managing directors among them.

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Firm contacts

2 contacts

ContactSource

2 contacts

1 mailbox and 1 phone number from its own site.

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On file

Name as filed
INTEGRUM HOLDINGS LPForm ADV
SEC file number
801-121786SEC
CRD
314678Form ADV
Address
55 Hudson Yards, New York, NY 10001Form ADV
Website
integrum.usForm ADV

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