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Advisers whose private funds are mostly private equity funds

3,100 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.

Iron Financial LLC

RIA

3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Northbrook, IL

$12.4M

Fwg Investment Management

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Winter Park, FL

$12.4M

Ithaka Infrastructure Partners Sgeic, S.L.

ERA

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

$12.1M

Fidelity Management & Research Company LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Boston, MA · 4 Item 11 disclosures

$12.1M

Corient Shc Wealth Management (US) LP

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Philadelphia, PA

$12.1M

Proteus Capital Solutions

ERA

5 private funds, mostly private equity funds · 5 Form D chains on the ledger · Potomac, MD

$12.0M

Commonview Capital

ERA

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

$11.8M

Moore & Moore Ai LTD.

ERA

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

$11.7M

Nordwand Investments, LLC

RIA

2 private funds, mostly private equity funds · 5 Form D chains on the ledger · Radnor, PA

$11.5M

West Star Management LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · San Francisco, CA

$11.4M

Mariner

RIA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Overland Park, KS · 6 Item 11 disclosures

$11.4M

Old Vine Capital

RIA

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

$11.2M

Spencer Ventures Management LLC

ERA

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

$11.2M

Terranova Partners

ERA

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

$11.1M

Paragon Wealth Management

RIA

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

$11.0M

Impax Asset Management

RIA

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

$10.9M

Wealthbuilders Investments

RIA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Greenwood Village, CO

$10.9M

Harbour Capital Advisors, LLC

RIA

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

$10.8M

Homegrown Financing, INC.

ERA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Atlanta, GA

$10.5M

Painted Porch Advisors LLC

RIA

5 private funds, mostly private equity funds · 5 Form D chains on the ledger · Santa Barbara, CA

$10.3M

Sp Funds

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Lake Mary, FL

$10.2M

Carbyne Capital, LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Miami Beach, FL

$10.0M

Bip Wealth, LLC

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Atlanta, GA

$9.8M

Ti Partners Mgr, LLC

ERA

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

$9.7M

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

Impact Investors

RIA

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

$9.3M

Srd Innovation Fund LLC

ERA

6 private funds, mostly private equity funds · 5 Form D chains on the ledger · Carson City, NV

$8.2M

Boston Family Advisors LLC

RIA

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

$8.0M

Rising Phoenix Capital

ERA

3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Dallas, TX

$7.9M

Bison Investment Advisors, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · The Woodlands, TX · 2 Item 11 disclosures

$7.8M

Mull Management Services LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Wichita, KS

$7.8M

Golden Sparrow Ventures, LLC

ERA

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

$7.7M

Fundviews Capital, LLC

ERA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Doral, FL

$7.6M

Bmp II Katydid Management, LLC

ERA

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

$7.5M

Sl Capital

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Scottsdale, AZ · 3 Item 11 disclosures

$7.4M

Halmos Capital Partners LLC

ERA

3 private funds, mostly private equity funds · 2 Form D chains on the ledger · Coral Gables, FL

$7.1M

Chapel Bridge Wealth Advisors

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · San Juan, PR

$6.9M

Epta Capital Management

ERA

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

$6.8M

Momentum Advisors

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · New York, NY · 3 Item 11 disclosures

$6.7M

Aspirity Partners LLP

ERA

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

$6.5M

Nrd Of I Management Company, LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Atlanta, GA

$6.5M

Operose Advisors LLC

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Milwaukee, WI

$6.5M

Florida Atlantic Securities Corp.

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Miami, FL

$6.2M

Chetan LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Westlake Village, CA

$6.0M

Black Diamond Financial, LLC

RIA

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

$6.0M

Kubhera Enterprises LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Princeton, NJ

$5.7M

Aurelien Capital Management LLC

ERA

5 private funds, mostly private equity funds · 4 Form D chains on the ledger · Chicago, IL

$5.7M

Ludis Asset Management, LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Dallas, TX

$5.3M

Jem Capital Gp LLC

ERA

3 private funds, mostly private equity funds · 2 Form D chains on the ledger · West Hollywood, CA

$5.1M

Pari Passu Ventures Lt LLC

ERA

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

$5.0M

Eldred Rock Partners, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · San Antonio, TX

$4.7M

Alan B. Lancz & Associates, INC.

RIA

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

$4.7M

Titlecard Capital Group, LLC

ERA

3 private funds, mostly private equity funds · 2 Form D chains on the ledger · Lone Tree, CO · 1 Item 11 disclosure

$4.5M

Helium Advisors LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Vancouver, WA

$4.3M

Alliance Investment Management, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Jenison, MI

$4.1M

Reicon Wealth Advisors, LLC

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Atlanta, GA

$3.9M

Proptech Fund Manager LLC

ERA

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

$3.7M

Firethorn Partners, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Vancouver, Bc · 1 Item 11 disclosure

$3.6M

Gatepass Capital, LLC

RIA

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

$3.2M

Magcp-Rfm Investments Management, LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Dallas, TX

$3.1M

Beatrice Advisors LP

RIA

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

$3.1M

Shariaportfolio, INC.

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Lake Mary, FL

$2.7M

Krieg Management, LLC

ERA

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

$2.6M

Element Pointe Family Office

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Miami, FL

$2.3M

Liquidity Capital M.C. LTD

ERA

5 private funds, mostly private equity funds · 1 Form D chain on the ledger · Tel Aviv-Yafo

$2.1M

The Invictus Collective, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Park Ridge, IL

$2.0M

Surmount Ventures Management LLC

ERA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · South Miami, FL

$2.0M

Wolfe Research Advisors, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · New York, NY · 1 Item 11 disclosure

$2.0M

Quantitative Systematic Strategies LLC

RIA

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

$1.9M

Prime Management Partners, LLC

ERA

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

$1.9M

Ubiquity Management, LLC

ERA

1 private fund, mostly private equity funds · 2 Form D chains on the ledger · Kansas City, MO

$1.8M

Mayflower Advisors

RIA

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

$1.6M

Trinity Financial Advisors LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Columbus, OH

$1.5M

Tesoro Capital LLC

ERA

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

$1.5M

Jd Euroway Capital Partners LLC

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Montreal, Quebec

$1.3M

Clearpath Capital Partners LLC

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Menlo Park, CA

$1.1M

One Oak

RIA

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

$1.1M

Lumiere Financial

RIA

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

$1.0M

Gervais Capital Management, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Wilson, WY

$739,752

Adalta Capital Management LLC

RIA

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

$717,654

Sole Shipping So Gp II Limited

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · St Helier

$712,581

Semper INC.

ERA

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

$604,840

Jaguar Capital Advisors USA, LLC

ERA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · Hermosa Beach, CA

$439,260

Vecrest

ERA

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

$225,000

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

Alder Strategic Opportunities Advisory I Ab

ERA

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

n/a

Appian Capital Advisory LLP

ERA

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

n/a

Atlantic Ridge Capital LLC

ERA

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

n/a

Basso Capital Management, L.P.

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Stamford, CT

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

Eldridge Gp1 Advisers

RIA

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

n/a

Explora S.A.

ERA

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

n/a

Long Hill Capital Venture Partners Gp 1 Plus, L.P.

ERA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Grand Cayman

n/a

Lynk Capital Management Company, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Jacksonville, FL

n/a

Ore Investments Ltda

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Belo Horizonte, Mina Gerais

n/a

Osprey Investors (Uk) LLP

ERA

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

n/a

The Wellington Grp LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Indianapolis, IN

n/a

Vinci Capital Gestora De Recursos Ltda.

ERA

9 private funds, mostly private equity funds · 3 Form D chains on the ledger · Rio De Janeiro

n/a

More fund types

Hedge funds 2,658Venture capital funds 2,458Other private funds 868Real estate funds 528Securitized asset funds 149Liquidity funds 12

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.