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Private equityFirmfund of funds · probableunsized

S & Co., Inc.

Private Equity

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:790f6af1-c619-434c-a5bd-9f104ded8349

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 18
On other graphs: 2
Observed: Sep 13, 2026 to Sep 13, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

S & Co., Inc.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

S & CO., INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 5
PE funds: 0
Vintages: 2013 to 2014
Regulatory AUM: $2.1B
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Latest ADV filing: Mar 29, 2024
Employees (ADV): 14

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
S & Co. Opportunity Fund, LLC	2014	Unknown	Other Private Fund	n/a	$40.2M
S & Co International Fund, LLC	2013	Unknown	Other Private Fund	n/a	$86.7M
S&co. Special Equity Fund, LLC	2013	Mature	Other Private Fund	n/a	$300M
S&co. Investment Fund IV, LLC	2013	Mature	Other Private Fund	n/a	$128M
S & Co Health Sciences Fund, LLC	2013	Mature	Other Private Fund	n/a	$166M

Relationships

Employs (12)

→ Matthew Edward MegargelPersonDirector, Senior Vice President And Clerk
Jul 1, 2014 to presentfactForm ADV
→ Thomas Vincent QuirkPersonDirector And Senior Vice President
Oct 1, 2019 to presentfactForm ADV
→ Jeffrey L ThompsonPersonDirector, Vice President
Jan 1, 2018 to presentfactForm ADV
→ George Nathaniel JeppsonPersonDirector, President, Chief Compliance Officer
Jul 1, 2016 to presentfactForm ADV
→ Brian Farrell MccarthyPersonVice President
Jan 1, 2018 to Mar 29, 2019inferenceForm ADV
→ Neil Lockwood ThompsonPersonDirector And Chairman
Jan 1, 1996 to presentfactForm ADV
→ George West SaltonstallPersonVice Chairman Of The Board Of Directors
Jan 1, 2011 to presentfactForm ADV
→ Mitchell JerroldPersonDirector And Senior Vice President
Jan 1, 2009 to Mar 29, 2024inferenceForm ADV
→ Dudley Hall WillisPersonTreasurer, Clerk, Director
Apr 1, 1988 to Jun 16, 2014inferenceForm ADV
→ George LewisPersonDirector
Apr 1, 1988 to Mar 31, 2023inferenceForm ADV
→ (III) Alexander WebbPersonDirector
Jun 1, 1999 to Mar 29, 2019inferenceForm ADV
→ Brian F MccarthyPersonVice President
Jan 1, 2018 to Apr 18, 2018inferenceForm ADV

Manages (5)

→ S & Co. Opportunity Fund, LLCFundPrivate Equity Fund
Mar 31, 2014 to presentfactForm ADV
→ S & Co Health Sciences Fund, LLCFundPrivate Equity Fund
Mar 28, 2013 to presentfactForm ADV
→ S & Co International Fund, LLCFundPrivate Equity Fund
Mar 28, 2013 to presentfactForm ADV
→ S&co. Special Equity Fund, LLCFundPrivate Equity Fund
Mar 28, 2013 to presentfactForm ADV
→ S&co. Investment Fund IV, LLCFundPrivate Equity Fund
Mar 28, 2013 to presentfactForm ADV

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 29, 2024
Person left
Jerrold Mitchell (Director And Senior Vice President) no longer on Schedule A of S & Co., Inc.
Form ADVobserved 7 days ago
Occurred
Jan 1, 2024
Person joined
Brian Farrell Mccarthy joined Schedule A of S & Co., Inc. as Director, Vice President, Treasurer
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Person left
George Lewis (Director) no longer on Schedule A of S & Co., Inc.
Form ADVobserved 7 days ago
Occurred
Oct 1, 2019
Person joined
Thomas Vincent Quirk joined Schedule A of S & Co., Inc. as Director And Senior Vice President
Form ADVobserved 7 days ago
Occurred
Mar 29, 2019
Person left
Brian Farrell Mccarthy (Vice President) no longer on Schedule A of S & Co., Inc.
Form ADVobserved 7 days ago
Occurred
Mar 29, 2019
Person left
(III) Alexander Webb (Director) no longer on Schedule A of S & Co., Inc.
Form ADVobserved 7 days ago
Occurred
Apr 18, 2018
Person left
Brian F Mccarthy (Vice President) no longer on Schedule A of S & Co., Inc.
Form ADVobserved 7 days ago
Occurred
Jan 1, 2018
Person joined
Jeffrey L Thompson joined Schedule A of S & Co., Inc. as Vice President
Form ADVobserved 7 days ago
Occurred
Jan 1, 2018
Person joined
Brian F Mccarthy joined Schedule A of S & Co., Inc. as Vice President
Form ADVobserved 7 days ago
Occurred
Jul 1, 2016
Person joined
George Nathaniel Jeppson joined Schedule A of S & Co., Inc. as Director
Form ADVobserved 7 days ago
Occurred
Jul 1, 2014
Person joined
Matthew Edward Megargel joined Schedule A of S & Co., Inc. as Director And Assistant Clerk
Form ADVobserved 7 days ago
Occurred
Jun 16, 2014
Person left
Dudley Hall Willis (Treasurer, Clerk, Director) no longer on Schedule A of S & Co., Inc.
Form ADVobserved 7 days ago
Occurred
Mar 29, 2012
Adviser first adv filing
S & Co., Inc. first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 5 bookkeeping events

Occurred
Mar 31, 2014
S & Co. Opportunity Fund, LLC first reported on Form ADV by S & Co., Inc. (Private Equity Fund), GAV $25,989,964
Occurred
Mar 28, 2013
S & Co Health Sciences Fund, LLC first reported on Form ADV by S & Co., Inc. (Private Equity Fund), GAV $83,062,136
Occurred
Mar 28, 2013
S&co. Investment Fund IV, LLC first reported on Form ADV by S & Co., Inc. (Private Equity Fund), GAV $29,913,484
Occurred
Mar 28, 2013
S&co. Special Equity Fund, LLC first reported on Form ADV by S & Co., Inc. (Private Equity Fund), GAV $199,510,896
Occurred
Mar 28, 2013
S & Co International Fund, LLC first reported on Form ADV by S & Co., Inc. (Private Equity Fund), GAV $58,526,013

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Matthew Edward Megargel (Director, Senior Vice President And Clerk), Thomas Vincent Quirk (Director And Senior Vice President), Jeffrey L Thompson (Director, Vice President), George Nathaniel Jeppson (Director, President, Chief Compliance Officer), Brian Farrell Mccarthy (Director, Vice President, Treasurer), Neil Lockwood Thompson (Director And Chairman), George West Saltonstall (Vice Chairman Of The Board Of Directors).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:790f6af1-c619-434c-a5bd-9f104ded8349
First observed: Sep 13, 2026
Last observed: Sep 13, 2026 7 days ago
Source families: Federal regulator filings
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

S & Co., Inc.

Private Equity

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:790f6af1-c619-434c-a5bd-9f104ded8349

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

S & Co. Opportunity Fund, LLC

2014

Unknown

Other Private Fund

n/a

$40.2M

S & Co International Fund, LLC

2013

Unknown

Other Private Fund

n/a

$86.7M

S&co. Special Equity Fund, LLC

2013

Mature

Other Private Fund

n/a

$300M

S&co. Investment Fund IV, LLC

2013

Mature

Other Private Fund

n/a

$128M

S & Co Health Sciences Fund, LLC

2013

Mature

Other Private Fund

n/a

$166M