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Advisers whose private funds are mostly private equity funds
927 advisers on the SEC Form ADV roster that report private funds under Item 7.B, grouped by the fund type they report most of, largest private fund gross assets first. Each page carries the registration as filed, Item 11 disclosures, fund counts, and the Form D filing activity of the funds in AltStreet's ledger. The per-fund roster is in the terminal.
Pactolus
RIA5 private funds, mostly private equity funds · 1 Form D chain on the ledger · Vienna, VA
Appomattox Advisory, INC
RIA7 private funds, mostly private equity funds · 7 Form D chains on the ledger · New York, NY · 2 Item 11 disclosures
Brighton Jones LLC
RIA5 private funds, mostly private equity funds · 4 Form D chains on the ledger · Seattle, WA
Equator Capital Partners LLC
ERA2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Chicago, IL
View Capital Ria, LP
RIA4 private funds, mostly private equity funds · 2 Form D chains on the ledger · Dallas, TX
Albright Capital Management LP
RIA2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Arlington, VA
Manikay Partners
RIA2 private funds, mostly private equity funds · 1 Form D chain on the ledger · New York, NY
Gallacher Capital Management, LLC
RIA3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Lone Tree, CO
Fwm Legacy, LLC
ERA3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Leawood, KS · 3 Item 11 disclosures
Kg Funds Management
ERA1 private fund, mostly private equity funds · 3 Form D chains on the ledger · New York, NY
Trillium Asset Management
RIA1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Boston, MA
Solera Capital
ERA1 private fund, mostly private equity funds · 1 Form D chain on the ledger · New York, NY
Jm Financial Overseas Holdings Private Limited
ERA2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Ebene · 1 Item 11 disclosure
Chickasaw Capital Management, LLC
RIA3 private funds, mostly private equity funds · 1 Form D chain on the ledger · Memphis, TN
Jk Capital Management LTD.
ERA1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Hong Kong
Becker Capital Management, INC.
RIA1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Portland, OR
Paragon Wealth Management
RIA2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Provo, UT
Harbour Capital Advisors, LLC
RIA2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Tysons Corner, VA
Palisades Hudson Asset Management, L.P.
RIA3 private funds, mostly private equity funds · 2 Form D chains on the ledger · Fort Lauderdale, FL
Black Diamond Financial, LLC
RIA3 private funds, mostly private equity funds · 1 Form D chain on the ledger · Lutherville, MD
Alan B. Lancz & Associates, INC.
RIA2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Toledo, OH
Quantitative Systematic Strategies LLC
RIA1 private fund, mostly private equity funds · 1 Form D chain on the ledger · St. Augustine, FL
Mills Wealth Advisors, LLC
RIA2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Southlake, TX
Welch & Forbes LLC
RIA2 private funds, mostly private equity funds · 4 Form D chains on the ledger · Boston, MA
Hatteras Investment Partners, LP
RIA4 private funds, mostly private equity funds · 1 Form D chain on the ledger · Raleigh, NC · 8 Item 11 disclosures
Appian Capital Advisory LLP
ERA3 private funds, mostly private equity funds · 2 Form D chains on the ledger · London
Csm Capital Corporation
RIA2 private funds, mostly private equity funds · 2 Form D chains on the ledger · New York, NY
More fund types
Source: SEC Form ADV via IARD, latest monthly roster; Form D chains from AltStreet's EDGAR ledger joined through Schedule D 7.B.(1). Counts and totals only; nothing on this page is investment advice.
