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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

JLL PARTNERS INC.

CRD 160699

NEW YORK, NY

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Search this name across graphsid dfx:ria:171d899e-c3d8-85b9-6a0d-3acbf8ceaf33

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 2
Observed: Feb 15, 2012 to Mar 30, 2016
5 observations

Across DFX

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

Private Equityidentity

JLL Partners Inc.

Private equity manager · shared crd

Real Estate Fundsidentity

JLL Partners Inc.

Affiliate · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.9BItem 5.F on the latest filing (2016-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.9B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 40
Advisory employees: 20
Accounts: 17
Private funds: 17Schedule D 7.B(1)
Private fund GAV: $3.9Bgross asset value as reported per fund; never fund size
SEC number: 801-74194
CRD: 160699
Filings on the tape: 5
First filed: Feb 15, 2012
Latest filed: Mar 30, 2016
Organised: Corporation, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
JLL PARTNERS FUND V (PATHEON), L.P.	Private Equity Fund	$732M	Mar 26, 2014	75	Feb 15, 2012	dropped	021-72864
JLL PARTNERS FUND III, L.P.	Private Equity Fund	$15.8M	Feb 15, 2012	29	Feb 15, 2012	dropped	021-72864

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEVY, PAUL, SAMUEL	CHIEF EXECUTIVE OFFICER	E	yes	05/1993	Feb 15, 2012	Mar 30, 2016
SCHWARTZ, MICHAEL, J	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	Na	no	03/2001	Feb 15, 2012	Mar 30, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JLL PARTNERS INC.	n/a	Former SEC adviser	$3.9B	N	yes	n/a
JLL ASSOCIATES FCH, L.P.	n/a	n/a	n/a	N	yes	n/a
JLL ASSOCIATES IV, L.P.	n/a	n/a	n/a	N	yes	n/a
JLL ASSOCIATES V (NEW PATHEON), L.P.	n/a	n/a	n/a	N	yes	n/a
JLL ASSOCIATES V (PATHEON), L.P.	n/a	n/a	n/a	N	yes	n/a
JLL ASSOCIATES V, L.P.	n/a	n/a	n/a	N	yes	n/a
JLL ASSOCIATES VI (PATHEON), L.P.	n/a	n/a	n/a	N	yes	n/a
JLL ASSOCIATES VI, L.P.	n/a	n/a	n/a	N	yes	n/a
JLL ASSOCIATES VII, L.P.	n/a	n/a	n/a	N	yes	n/a
MICHAEL J. SCHWARTZ	n/a	n/a	n/a	N	no	n/a
SCHWARTZ & COMPANY, LLP	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 30, 2016	$3.9B	$3.9B	40	20	n/a	17	$3.9B
2014	Mar 30, 2015	$3.1B	$3.1B	45	22	n/a	13	$3.2B
2013	Mar 26, 2014	$2.8B	$2.8B	43	21	n/a	7	$2.8B
2012	Mar 26, 2013	$3.1B	$3.1B	39	19	n/a	7	$3.1B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$3.9B	$3.1B	27.9%	$3.1B	8.0%	40	45	n/a	n/a

Relationships

Affiliated with (1)

→ JLL PARTNERS INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (1)

← LEVY, PAUL, SAMUELOwnerCHIEF EXECUTIVE OFFICER, ownership code E, individual
Feb 15, 2012 to presentfactForm ADV

Owns (1)

← SCHWARTZ, MICHAEL, JOwnerCHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 15, 2012 to presentfactForm ADV

Advises (2)

→ JLL PARTNERS FUND V (PATHEON), L.P.Private fundPrivate Equity Fund, IA, no longer reported
Feb 15, 2012 to Mar 26, 2014factForm ADV
→ JLL PARTNERS FUND III, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Feb 15, 2012 to Feb 15, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:171d899e-c3d8-85b9-6a0d-3acbf8ceaf33
First observed: Feb 15, 2012
Last observed: Mar 30, 2016 127 months ago
Source families: Federal regulator filings
3 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.

JLL PARTNERS INC.

CRD 160699

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:171d899e-c3d8-85b9-6a0d-3acbf8ceaf33

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JLL PARTNERS FUND V (PATHEON), L.P.

Private Equity Fund

$732M

Mar 26, 2014

Feb 15, 2012

dropped

021-72864

JLL PARTNERS FUND III, L.P.

Private Equity Fund

$15.8M

Feb 15, 2012

dropped

021-72864

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEVY, PAUL, SAMUEL

CHIEF EXECUTIVE OFFICER

yes

05/1993

Feb 15, 2012

Mar 30, 2016

SCHWARTZ, MICHAEL, J

CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER

03/2001

Feb 15, 2012

Mar 30, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JLL PARTNERS INC.

n/a

Former SEC adviser

$3.9B

yes

n/a

JLL ASSOCIATES FCH, L.P.

n/a

yes

n/a

JLL ASSOCIATES IV, L.P.

n/a

yes

n/a

JLL ASSOCIATES V (NEW PATHEON), L.P.

n/a

yes

n/a

JLL ASSOCIATES V (PATHEON), L.P.

n/a

yes

n/a

JLL ASSOCIATES V, L.P.

n/a

yes

n/a

JLL ASSOCIATES VI (PATHEON), L.P.

n/a

yes

n/a

JLL ASSOCIATES VI, L.P.

n/a

yes

n/a

JLL ASSOCIATES VII, L.P.

n/a

yes

n/a

MICHAEL J. SCHWARTZ

n/a

SCHWARTZ & COMPANY, LLP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 30, 2016

$3.9B

n/a

$3.9B

2014

Mar 30, 2015

$3.1B

n/a

$3.2B

2013

Mar 26, 2014

$2.8B

n/a

$2.8B

2012

Mar 26, 2013

$3.1B

n/a

$3.1B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$3.9B

$3.1B

27.9%

$3.1B

8.0%

n/a