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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

RIA

5 private funds, mostly private equity funds · 1 Form D chain on the ledger · Vienna, VA

$71.8M

Appomattox Advisory, INC

RIA

7 private funds, mostly private equity funds · 7 Form D chains on the ledger · New York, NY · 2 Item 11 disclosures

$67.8M

Brighton Jones LLC

RIA

5 private funds, mostly private equity funds · 4 Form D chains on the ledger · Seattle, WA

$63.3M

Equator Capital Partners LLC

ERA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Chicago, IL

$59.9M

View Capital Ria, LP

RIA

4 private funds, mostly private equity funds · 2 Form D chains on the ledger · Dallas, TX

$56.6M

Albright Capital Management LP

RIA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Arlington, VA

$49.8M

Manikay Partners

RIA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · New York, NY

$30.8M

Gallacher Capital Management, LLC

RIA

3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Lone Tree, CO

$27.2M

Fwm Legacy, LLC

ERA

3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Leawood, KS · 3 Item 11 disclosures

$27.1M

Kg Funds Management

ERA

1 private fund, mostly private equity funds · 3 Form D chains on the ledger · New York, NY

$25.2M

Trillium Asset Management

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Boston, MA

$20.5M

Solera Capital

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · New York, NY

$19.7M

Jm Financial Overseas Holdings Private Limited

ERA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Ebene · 1 Item 11 disclosure

$17.7M

Chickasaw Capital Management, LLC

RIA

3 private funds, mostly private equity funds · 1 Form D chain on the ledger · Memphis, TN

$17.6M

Jk Capital Management LTD.

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Hong Kong

$14.7M

Becker Capital Management, INC.

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Portland, OR

$13.3M

Paragon Wealth Management

RIA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Provo, UT

$11.0M

Harbour Capital Advisors, LLC

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Tysons Corner, VA

$10.8M

Palisades Hudson Asset Management, L.P.

RIA

3 private funds, mostly private equity funds · 2 Form D chains on the ledger · Fort Lauderdale, FL

$9.4M

Black Diamond Financial, LLC

RIA

3 private funds, mostly private equity funds · 1 Form D chain on the ledger · Lutherville, MD

$6.0M

Alan B. Lancz & Associates, INC.

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Toledo, OH

$4.7M

Quantitative Systematic Strategies LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · St. Augustine, FL

$1.9M

Mills Wealth Advisors, LLC

RIA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Southlake, TX

$76,107

Welch & Forbes LLC

RIA

2 private funds, mostly private equity funds · 4 Form D chains on the ledger · Boston, MA

$6,880

Hatteras Investment Partners, LP

RIA

4 private funds, mostly private equity funds · 1 Form D chain on the ledger · Raleigh, NC · 8 Item 11 disclosures

$400

Appian Capital Advisory LLP

ERA

3 private funds, mostly private equity funds · 2 Form D chains on the ledger · London

n/a

Csm Capital Corporation

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · New York, NY

n/a

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.