Sophia Davis
Principal, Private Equity · Subsidiary
Base Salary
$395K
Target Total Cash
$849K
Unrealized Carry
$936K
Total Distributed
$0
Total Compensation Mix
Target Total
$923,533
Base Salary
Cash Bonus
Benefits
| Component | Est. Annual Value | % of Total | |
|---|---|---|---|
| Base Salary | $395,000 |
|
42.8% |
| Cash Bonus (at target) | $454,250 |
|
49.2% |
| Benefits & Perks | $74,283 |
|
8% |
| Healthcare (firm share) | $25,200 | ||
| Dental & Vision | $2,400 | ||
| 401(k) Employer Match | $19,750 | ||
| 401(k) Profit Sharing | $7,900 | ||
| Life & LTD Insurance | $5,333 | ||
| Additional Perks (est.) | $13,700 | ||
| Target Total Compensation | $923,533 | 100% |
Benefit values are employer-cost estimates. Carry is annualized across a 4-year vesting period.
Bonus shown at target performance level.
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Total Rewards
Cash Compensation
$395K
Base Salary
$454,250
Target Bonus (115%)
$849,250
Target Total Cash
Principal Performance Bonus
Hybrid
Effective 2024-01-01
Payout Bands
$272,550
$454,250
$718,900
Meets
Exceeds
Outstanding
| Performance Level | % of Target | Bonus Amount | Total Cash |
|---|---|---|---|
| Meets | 60% | $272,550 | $667,550 |
| Exceeds (target) | 100% | $454,250 | $849,250 |
| Outstanding | 150% | $718,900 | $1,113,900 |
Performance Criteria
Primary: Deal sourcing and execution quality; individual performance rating (min. 3.5/5.0)
Secondary: Portfolio company oversight, team development, and cross-fund collaboration
Benefits & Perks
Health Insurance
- Plan
- Gold PPO
- Coverage Tier
- Employee + Family
- Firm Pays
- 90% of premium
- Dental & Vision
- Included
401(k) Retirement
- Firm Match
- 100% on up to 5% of salary
- Profit Sharing
- +2% (discretionary)
- Max Firm Contribution
- $27,650/yr
Insurance & Leave
- Life Insurance
- 3× base salary ($1,185,000)
- Long-Term Disability
- 60% of salary
- PTO
- 25 days/year
Additional Perks
$750/mo transportation allowance
$2,500 annual financial planning stipend
gym & wellness membership
Carry & Vesting
Carry Grants (1)
| Grant # | Fund | Date | Allocation |
|---|---|---|---|
| CG-2018-0022 | SCO-II | 2018-09-01 | $936K |
Distributions
| Date | Fund | Net Amount | Status |
|---|---|---|---|
| No distributions. | |||
Vesting Schedule
| Date | Grant | Fund | Amount | Status |
|---|---|---|---|---|
| No vesting events. | ||||
Documents
| Filename | Grant | Status | Signed |
|---|---|---|---|
| CG-2018-0022-agreement.pdf | CG-2018-0022 | Signed | 2018-09-29 |