DFX Intelligence

Data Factory

The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.

Private equityFirmcandidate pe · candidateunsized

Wells Fargo Investment Institute, Inc.

Private Equity

Charlotte, NC

Full profile on Private Equity →Search this name across graphsid dfx:pe:920bcbb2-4c2f-422a-b78d-768f79af1b23

Data as of Sep 13, 2026 (this record's last observation) from sec_form_adv, sec_form_adv_history. Page built Sep 18, 2026, 7:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 75
Dated events: 40
On other graphs: 4
Observed: Sep 13, 2026 to Sep 13, 2026
20 observations

Across DFX

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

Family Officesidentity

Wells Fargo Investment Institute, Inc.

Family office · shared crd

RIA / Wealth Managementidentity

WELLS FARGO INVESTMENT INSTITUTE, INC.

Registered adviser · shared crd

Private Creditidentity

WELLS FARGO INVESTMENT INSTITUTE, INC.

Private credit manager · shared crd

Real Estate Fundsidentity

Wells Fargo Investment Institute, Inc.

Affiliate · shared crd

Facts

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

Funds: 40
PE funds: 40
Vintages: 1999 to 2022
Regulatory AUM: $44B
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Latest ADV filing: Apr 29, 2024
Employees (ADV): 251

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
BC Double Impact II Asp Fund	2022	UNKNOWN	Private Equity Fund	n/a	$62.8M
KKR European V Asp Fund	2021	UNKNOWN	Private Equity Fund	n/a	$35.6M
Orbimed Asia Partners IV Asp Fund	2021	UNKNOWN	Private Equity Fund	n/a	$38.4M
Brep Asia II Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2019	UNKNOWN	Private Equity Fund	n/a	$118M
Dpip Project Ride Series, a Series of Alternative Strategies Direct Private Investment Program, LLC	2019	WOUND DOWN	Private Equity Fund	n/a	$8.1M
Dpip Project Engine Series, a Series of Alternative Strategies Direct Private Investment Program, LLC	2019	WOUND DOWN	Private Equity Fund	n/a	$27.3M
Stepstone Tactical Growth II Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2018	ACTIVE DEPLOYMENT	Private Equity Fund	n/a	$62.3M
Dpip Project Greenleaf Series, a Series of Alternative Strategies Direct Private Investment Program, LLC	2018	WOUND DOWN	Private Equity Fund	n/a	$33.6M
Dpip Project Lion Series, a Series of Alternative Strategies Direct Private Investment Program, LLC	2018	WOUND DOWN	Private Equity Fund	n/a	$3.9M
Ares Energy Infrastructure V Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2018	UNKNOWN	Private Equity Fund	n/a	$61.1M
Carlyle Distressed Opportunities IV Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2018	UNKNOWN	Private Equity Fund	n/a	$169M
Carlyle Realty Partners Viii Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2018	UNKNOWN	Private Equity Fund	n/a	$153M
Dpip Project Vettura Series, a Series of Alternative Strategies Direct Private Investment Program, LLC	2018	WOUND DOWN	Private Equity Fund	n/a	$17.7M
Orbimed Asia Partners III Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2018	ACTIVE DEPLOYMENT	Private Equity Fund	n/a	$57.0M
Strategic Partners VII Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2017	UNKNOWN	Private Equity Fund	n/a	$241M
Colony Distressed Credit IV Access Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2017	MATURE	Private Equity Fund	n/a	$35.6M
KKR Special Situations II Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2016	HARVEST	Private Equity Fund	n/a	$96.0M
Carlyle Realty Partners Vii-Ii Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2016	MATURE	Private Equity Fund	n/a	$23.9M
Apollo Natural Resources II Asp Fund, a Series of Alternative Strategies Platform, LLC	2016	HARVEST	Private Equity Fund	n/a	$83.9M
NB Private Debt Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2015	HARVEST	Private Equity Fund	n/a	$23.4M
Oaktree Real Estate Debt Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2015	HARVEST	Private Equity Fund	n/a	$5.7M
Carlyle Realty Partners VII Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2015	MATURE	Private Equity Fund	n/a	$82.1M
Landmark Equity Partners Xv Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC	2015	HARVEST	Private Equity Fund	n/a	$46.2M
Blackrock Special Credit Opportunities II Asp Fund	2014	HARVEST	Private Equity Fund	n/a	$10.2M
Blackrock Special Credit Opportunities Asp Fund	2014	HARVEST	Private Equity Fund	n/a	$58.2M

Relationships

Placement agent of (5)

→ KKR European Fund V (usd) ScspFundthird_party
Jan 1, 2019 to presentfactsec_form_adv_history
→ Stepstone Tactical Growth Fund II, L.P.Fundthird_party
Jan 1, 2017 to presentfactsec_form_adv_history
→ Apollo Offshore Credit Strategies Fund Ltd.Fundthird_party
Jan 1, 2022 to presentfactsec_form_adv_history
→ Strategic Partners Viii L.P.Fundthird_party
Jan 1, 2019 to presentfactsec_form_adv_history
→ Goldman Sachs Private Equity Partners Ix, L.P.Fundthird_party
Jan 1, 2021 to presentfactsec_form_adv_history

Employs (28)

→ Barry SommersPersonDirector (Board Member)
Aug 1, 2020 to presentfactsec_form_adv_history
→ Daniel James MavicoPersonSenior Vice President And Chief Compliance Officer
Nov 1, 2017 to presentfactsec_form_adv_history
→ Darrell Lynn CronkPersonPresident And Chief Investment Officer, Director (Board Member)
Dec 1, 2014 to presentfactsec_form_adv_history
→ Britta Perkio PattersonPersonManaging Director And Secretary
Mar 1, 2019 to presentfactsec_form_adv_history
→ Gregory Scott SigmundPersonChief Operating Officer, Director (Board Member)
Apr 1, 2021 to presentfactsec_form_adv_history
→ George Edward RusnakPersonDirector (Board Member)
Nov 1, 2023 to presentfactsec_form_adv_history
→ Haley Lynn RonzioPersonChief Financial Officer, Treasurer
Nov 1, 2023 to presentfactsec_form_adv_history
→ David Matthew CarrollPersonDirector (Board Member)
Nov 1, 2014 to Jul 11, 2017inferencesec_form_adv_history
→ Jack Todd McminnPersonChief Financial Officer
Jan 1, 2017 to Sep 11, 2017inferencesec_form_adv_history
→ Brigid BreenPersonSenior Vice President And Chief Compliance Officer
Oct 1, 2016 to Dec 15, 2017inferencesec_form_adv_history
→ George Emerson SchaefferPersonChief Financial Officer
Aug 1, 2017 to Oct 4, 2019inferencesec_form_adv_history
→ James Paul SteinerPersonDirector (Board Member)
Nov 1, 2014 to Aug 10, 2020inferencesec_form_adv_history
→ Jonathan Geoffrey WeissPersonDirector (Board Member)
Jul 1, 2017 to Aug 10, 2020inferencesec_form_adv_history
→ Julia C WellbornPersonDirector (Board Member)
Aug 1, 2020 to Apr 26, 2021inferencesec_form_adv_history
→ David Thoburn LewisPersonChief Financial Officer, Treasurer
Oct 1, 2019 to Jul 1, 2021inferencesec_form_adv_history
→ James M FranklinPersonChief Financial Officer, Treasurer
Jul 1, 2021 to Nov 13, 2023inferencesec_form_adv_history
→ James Frank AngelosPersonSenior Vice President And Chief Compliance Officer
Nov 1, 2014 to Oct 31, 2016inferencesec_form_adv_history
→ Gregory Thomas MaddoxPersonManaging Director
Nov 1, 2014 to Mar 31, 2015inferencesec_form_adv_history
→ Dean JunkansPersonPresident And Chief Investment Officer, Director (Board Member)
Nov 1, 2014 to Mar 31, 2015inferencesec_form_adv_history
→ Robert William FranklinPersonSenior Vice President And Director Of Communications
Nov 1, 2014 to Mar 31, 2015inferencesec_form_adv_history
→ Adam Ira TabackPersonManaging Director
Nov 1, 2014 to Mar 31, 2015inferencesec_form_adv_history
→ Brigid BreenPersonChief Compliance Officer
Sep 1, 2014 to Nov 18, 2014inferencesec_form_adv_history
→ Sean Michael NicolosiPersonDirector, Senior Vice President, Chief Operating Officer
Apr 1, 2014 to Nov 18, 2014inferencesec_form_adv_history
→ Dean JunkansPersonDirector
Jul 1, 2009 to Oct 3, 2012inferencesec_form_adv_history
→ Yukari NakanoPersonDirector, Senior Vice President, Chief Operating Officer
Apr 1, 2005 to May 29, 2014inferencesec_form_adv_history
→ Michael Edward RomanPersonChief Financial Officer
May 1, 2010 to Nov 18, 2014inferencesec_form_adv_history
→ Molly Elizabeth FestaPersonChief Financial Officer, Treasurer
Mar 1, 2015 to Mar 31, 2017inferencesec_form_adv_history
→ Doretta Louise DuneganPersonChief Compliance Officer
Aug 1, 2011 to Sep 3, 2014inferencesec_form_adv_history

Manages (40)

→ Brep Asia II Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactsec_form_adv_history
→ Carlyle Realty Partners VII Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Mar 31, 2015 to presentfactsec_form_adv_history
→ NB Private Debt Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Mar 31, 2015 to presentfactsec_form_adv_history
→ Oaktree Real Estate Debt Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Mar 31, 2015 to presentfactsec_form_adv_history
→ Apollo Natural Resources II Asp Fund, a Series of Alternative Strategies Platform, LLCFundOther Private Fund
Mar 30, 2016 to presentfactsec_form_adv_history
→ Carlyle Realty Partners Vii-Ii Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Mar 30, 2016 to presentfactsec_form_adv_history
→ KKR Special Situations II Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Mar 30, 2016 to presentfactsec_form_adv_history
→ Strategic Partners VII Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Mar 31, 2017 to presentfactsec_form_adv_history
→ Colony Distressed Credit IV Access Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Mar 31, 2017 to presentfactsec_form_adv_history
→ Dpip Project Vettura Series, a Series of Alternative Strategies Direct Private Investment Program, LLCFundPrivate Equity Fund
Apr 2, 2018 to presentfactsec_form_adv_history
→ Carlyle Realty Partners Viii Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Apr 2, 2018 to presentfactsec_form_adv_history
→ Stepstone Tactical Growth II Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Apr 2, 2018 to presentfactsec_form_adv_history
→ Dpip Project Greenleaf Series, a Series of Alternative Strategies Direct Private Investment Program, LLCFundPrivate Equity Fund
Apr 2, 2018 to presentfactsec_form_adv_history
→ Ares Energy Infrastructure V Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Apr 2, 2018 to presentfactsec_form_adv_history
→ Carlyle Distressed Opportunities IV Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Apr 2, 2018 to presentfactsec_form_adv_history
→ Orbimed Asia Partners III Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLCFundPrivate Equity Fund
Apr 2, 2018 to presentfactsec_form_adv_history
→ Dpip Project Lion Series, a Series of Alternative Strategies Direct Private Investment Program, LLCFundPrivate Equity Fund
Apr 2, 2018 to presentfactsec_form_adv_history
→ Dpip Project Engine Series, a Series of Alternative Strategies Direct Private Investment Program, LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactsec_form_adv_history
→ Dpip Project Ride Series, a Series of Alternative Strategies Direct Private Investment Program, LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactsec_form_adv_history
→ Orbimed Asia Partners IV Asp FundFundPrivate Equity Fund
Mar 30, 2021 to presentfactsec_form_adv_history
→ KKR European V Asp FundFundPrivate Equity Fund
Mar 30, 2021 to presentfactsec_form_adv_history
→ BC Double Impact II Asp FundFundPrivate Equity Fund
Mar 30, 2022 to presentfactsec_form_adv_history
→ GS Private Equity Partners Ix Asw Fund LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactsec_form_adv_history
→ NB Crossroads Xviii Asp FundFundPrivate Equity Fund
Mar 30, 2012 to presentfactsec_form_adv_history
→ Pamlico Capital II Asp Fund, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactsec_form_adv_history
→ Siguler Guff Bric Opportunities II Asw FundFundPrivate Equity Fund
Mar 30, 2012 to presentfactsec_form_adv_history
→ Landmark Equity Partners Xiv Asp Fund LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactsec_form_adv_history
→ Macquarie Asia Pacific II Asp Fund, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactsec_form_adv_history
→ Siguler Guff Distressed Real Estate Asp Fund, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactsec_form_adv_history
→ Asgi Private Equity Fund, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactsec_form_adv_history
and 10 more

Owns (2)

← Wells Fargo Bank, N.A.FirmShareholder
Jul 1, 2017 to presentfactsec_form_adv_history
← Wells Fargo & CompanyFirmShareholder
Jul 1, 2017 to presentfactsec_form_adv_history

Dated events

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

Occurred
Nov 13, 2023
Person left
James M Franklin (Chief Financial Officer, Treasurer) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Nov 1, 2023
Person joined
Haley Lynn Ronzio joined Schedule A of Wells Fargo Investment Institute, Inc. as Chief Financial Officer, Treasurer
sec_form_adv_historyobserved 4 days ago
Occurred
Nov 1, 2023
Person joined
George Edward Rusnak joined Schedule A of Wells Fargo Investment Institute, Inc. as Director (Board Member)
sec_form_adv_historyobserved 4 days ago
Occurred
Jul 1, 2021
Person joined
James M Franklin joined Schedule A of Wells Fargo Investment Institute, Inc. as Chief Financial Officer, Treasurer
sec_form_adv_historyobserved 4 days ago
Occurred
Jul 1, 2021
Person left
David Thoburn Lewis (Chief Financial Officer, Treasurer) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Apr 26, 2021
Person left
Julia C Wellborn (Director (Board Member)) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Aug 10, 2020
Person left
James Paul Steiner (Director (Board Member)) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Aug 10, 2020
Person left
Jonathan Geoffrey Weiss (Director (Board Member)) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Aug 1, 2020
Person joined
Barry Sommers joined Schedule A of Wells Fargo Investment Institute, Inc. as Director (Board Member)
sec_form_adv_historyobserved 4 days ago
Occurred
Aug 1, 2020
Person joined
Julia C Wellborn joined Schedule A of Wells Fargo Investment Institute, Inc. as Director (Board Member)
sec_form_adv_historyobserved 4 days ago
Occurred
Oct 4, 2019
Person left
George Emerson Schaeffer (Chief Financial Officer) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Oct 1, 2019
Person joined
David Thoburn Lewis joined Schedule A of Wells Fargo Investment Institute, Inc. as Chief Financial Officer, Treasurer
sec_form_adv_historyobserved 4 days ago
Occurred
Dec 15, 2017
Person left
Brigid (nmn) Breen (Senior Vice President And Chief Compliance Officer) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Nov 1, 2017
Person joined
Daniel James Mavico joined Schedule A of Wells Fargo Investment Institute, Inc. as Senior Vice President And Chief Compliance Officer
sec_form_adv_historyobserved 4 days ago
Occurred
Sep 11, 2017
Person left
Jack Todd Mcminn (Chief Financial Officer) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Aug 1, 2017
Person joined
George Emerson Schaeffer joined Schedule A of Wells Fargo Investment Institute, Inc. as Chief Financial Officer
sec_form_adv_historyobserved 4 days ago
Occurred
Jul 11, 2017
Person left
David Matthew Carroll (Director (Board Member)) no longer on Schedule A of Wells Fargo Investment Institute, Inc.
sec_form_adv_historyobserved 4 days ago
Occurred
Jul 1, 2017
Person joined
Jonathan Geoffrey Weiss joined Schedule A of Wells Fargo Investment Institute, Inc. as Director (Board Member)
sec_form_adv_historyobserved 4 days ago

Show 22 bookkeeping events

Occurred
Mar 30, 2022
BC Double Impact II Asp Fund first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $62,753,119
Occurred
Mar 30, 2022
Fund 805-9450991012 no longer reported on Form ADV by Wells Fargo Investment Institute, Inc.
Occurred
Mar 30, 2021
Fund 805-3484383810 no longer reported on Form ADV by Wells Fargo Investment Institute, Inc.
Occurred
Mar 30, 2021
KKR European V Asp Fund first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $32,359,969
Occurred
Mar 30, 2021
Fund 805-2385058982 no longer reported on Form ADV by Wells Fargo Investment Institute, Inc.
Occurred
Mar 30, 2021
Orbimed Asia Partners IV Asp Fund first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $29,499,488
Occurred
Mar 30, 2021
Fund 805-3685097754 no longer reported on Form ADV by Wells Fargo Investment Institute, Inc.
Occurred
Mar 30, 2021
Fund 805-5585159446 no longer reported on Form ADV by Wells Fargo Investment Institute, Inc.
Occurred
Mar 30, 2021
Fund 805-8450434428 no longer reported on Form ADV by Wells Fargo Investment Institute, Inc.
Occurred
Mar 30, 2021
Fund 805-7656064985 no longer reported on Form ADV by Wells Fargo Investment Institute, Inc.
Occurred
Mar 29, 2019
Dpip Project Ride Series, a Series of Alternative Strategies Direct Private Investment Program, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $8,200,000
Occurred
Mar 29, 2019
Brep Asia II Fund, a Series of Alternative Strategies Private Equity Platform, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $106,680,237
Occurred
Mar 29, 2019
Dpip Project Engine Series, a Series of Alternative Strategies Direct Private Investment Program, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $23,512,193
Occurred
Apr 2, 2018
Dpip Project Greenleaf Series, a Series of Alternative Strategies Direct Private Investment Program, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $34,083,245
Occurred
Apr 2, 2018
Stepstone Tactical Growth II Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $24,058,863
Occurred
Apr 2, 2018
Carlyle Realty Partners Viii Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $133,089,793
Occurred
Apr 2, 2018
Dpip Project Vettura Series, a Series of Alternative Strategies Direct Private Investment Program, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $16,394,640
Occurred
Apr 2, 2018
Ares Energy Infrastructure V Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $78,096,409
Occurred
Apr 2, 2018
Dpip Project Lion Series, a Series of Alternative Strategies Direct Private Investment Program, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $16,434,488
Occurred
Apr 2, 2018
Orbimed Asia Partners III Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $33,861,481
Occurred
Apr 2, 2018
Carlyle Distressed Opportunities IV Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $161,894,671
Occurred
Mar 31, 2017
Colony Distressed Credit IV Access Asp Fund, a Series of Alternative Strategies Private Equity Platform, LLC first reported on Form ADV by Wells Fargo Investment Institute, Inc. (Private Equity Fund), GAV $28,424,408

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), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Barry Sommers (Director (Board Member)), Daniel James Mavico (Senior Vice President And Chief Compliance Officer), Darrell Lynn Cronk (President And Chief Investment Officer, Director (Board Member)), Britta Perkio Patterson (Managing Director And Secretary), Gregory Scott Sigmund (Chief Operating Officer, Director (Board Member)), George Edward Rusnak (Director (Board Member)), Haley Lynn Ronzio (Chief Financial Officer, Treasurer).

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:920bcbb2-4c2f-422a-b78d-768f79af1b23
First observed: Sep 13, 2026
Last observed: Sep 13, 2026 4 days ago
Sources: sec_form_adv, sec_form_adv_history
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.