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CRD 156772
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BPEA STRATEGIC HEALTHCARE I-B, LP | Private Equity Fund | $415M | Mar 28, 2024 | 23 | Mar 29, 2019 | reported | 021-308248 |
| BPEA STRATEGIC HEALTHCARE II, L.P. | Private Equity Fund | $339M | Mar 28, 2024 | 23 | Mar 31, 2023 | reported | 021-427027 |
| BPEA VI, L.P. | Private Equity Fund | $334M | Mar 28, 2024 | 124 | Mar 30, 2022 | reported | 021-432104 |
| BPEA V, L.P. | Private Equity Fund | $253M | Mar 28, 2024 | 103 | Mar 27, 2020 | reported | 021-341035 |
| BPEA IV, L.P. | Private Equity Fund | $226M | Mar 28, 2024 | 84 | Mar 21, 2018 | reported | 021-284191 |
| BPEA III, L.P. | Private Equity Fund | $66.5M | Mar 28, 2024 | 85 | Mar 31, 2015 | reported | 021-218187 |
| BPEA CAYMAN VI, L.P. | Private Equity Fund | $63.1M | Mar 28, 2024 | 32 | Mar 30, 2022 | reported | 021-432094 |
| BPEA CAYMAN V, L.P. | Private Equity Fund | $37.6M | Mar 28, 2024 | 20 | Mar 27, 2020 | reported | 021-341039 |
| BPEA CAYMAN IV, L.P. | Private Equity Fund | $33.8M | Mar 28, 2024 | 13 | Mar 21, 2018 | reported | 021-284192 |
| VECTIS HEALTHCARE & LIFE SCIENCES FUND II, LP | Private Equity Fund | $21.3M | Mar 28, 2024 | 9 | Feb 15, 2012 | reported | 021-121918 |
| BPEA CAYMAN III, L.P. | Private Equity Fund | $10.1M | Mar 28, 2024 | 17 | Mar 31, 2015 | reported | 021-218197 |
| BPEA SMALL BUYOUT AND GROWTH FUND I, LP | Private Equity Fund | $8.5M | Mar 28, 2024 | 34 | Feb 15, 2012 | reported | 021-156499 |
| BROOKE PRIVATE EQUITY ADVISORS FUND II, LP | Private Equity Fund | $7.4M | Mar 28, 2024 | 62 | Feb 15, 2012 | reported | 021-93048 |
| VECTIS LIFE SCIENCES FUND I, LP | Private Equity Fund | $4.5M | Mar 28, 2024 | 11 | Feb 15, 2012 | reported | 021-64285 |
| BPEA LIFE SCIENCES FUND I, LP | Private Equity Fund | $2.5M | Mar 28, 2024 | 37 | Feb 15, 2012 | reported | 021-88992 |
| BROOKE PRIVATE EQUITY ADVISORS CAYMAN FUND II, LP | Private Equity Fund | $2.4M | Mar 28, 2024 | 15 | Feb 15, 2012 | reported | n/a |
| BROOKE PRIVATE EQUITY ADVISORS FUND I-A, LP | Private Equity Fund | $1.9M | Jun 19, 2019 | 21 | Feb 15, 2012 | dropped | 021-61876 |
| BROOKE PRIVATE EQUITY ADVISORS FUND II (F), LP | Private Equity Fund | $656,233 | Mar 28, 2024 | 2 | Feb 15, 2012 | reported | 021-9999999999 |
| BROOKE PRIVATE EQUITY ADVISORS FUND I (F), LP | Private Equity Fund | $617,246 | Jun 19, 2019 | 2 | Feb 15, 2012 | dropped | 021-61888 |
| BROOKE PRIVATE EQUITY ADVISORS FUND II (D), LP | Private Equity Fund | $141,110 | Mar 30, 2022 | 2 | Feb 15, 2012 | dropped | 021-94605 |
| BROOKE PRIVATE EQUITY ADVISORS FUND I (D), LP | Private Equity Fund | $122,670 | Jun 19, 2019 | 2 | Feb 15, 2012 | dropped | 021-61920 |
| BROOKE PRIVATE EQUITY ADVISORS CAYMAN FUND I-A, LP | Private Equity Fund | $10,139 | Sep 2, 2020 | 6 | Feb 15, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AUSTEN, CHRISTOPHER, MARSHALL | Trustee | C | yes | 05/2021 | Feb 15, 2012 | Mar 28, 2024 |
| AUSTEN, CHRISTOPHER, MARSHALL | MANAGING PARTNER | Na | yes | 09/2008 | Feb 15, 2012 | Mar 28, 2024 |
| BROOKE, JOHN, FESSENDEN | SENIOR PARTNER AND MEMBER | D | yes | 03/2004 | Feb 15, 2012 | Mar 28, 2024 |
| BYERS, STEPHEN, ROSS | CHIEF FINANCIAL OFFICER & PARTNER | Na | yes | 05/2016 | Jun 3, 2016 | Mar 28, 2024 |
| CALLICUTT, LAURIE, ANNE | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2011 | Feb 15, 2012 | Mar 28, 2024 |
| CHRISTOPHER M. AUSTEN REVOCABLE TRUST, DATED 9/25/2009 (AMENDED AND RESTATED ON 1/23/2020) | Member | C | yes | 05/2021 | Jun 9, 2021 | Mar 28, 2024 |
| Austen, Penelope, Flora | Trustee | C | no | 05/2021 | Jun 9, 2021 | Mar 28, 2024 |
| BROOKE, PETER, WINSHIP | Member | A | no | 12/2009 | Feb 15, 2012 | Mar 28, 2024 |
| BROOKE, SAMUEL, RUSSELL | Member | A | no | 12/2009 | Feb 15, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BPEA III GP, L.P. | n/a | n/a | n/a | Y | no | n/a |
| BPEA SHC I, LLC | n/a | n/a | n/a | Y | no | n/a |
| BPEA SHC II, LLC | n/a | n/a | n/a | Y | no | n/a |
| BPEA-LIFE SCIENCES I GP, LP | n/a | n/a | n/a | Y | no | n/a |
| BPEA-SBG GP, LP | n/a | n/a | n/a | Y | no | n/a |
| BPEA-VECTIS I LLC | n/a | n/a | n/a | Y | no | n/a |
| BPEAM IV, LLC | n/a | n/a | n/a | Y | no | n/a |
| BPEAM V, LLC | n/a | n/a | n/a | Y | no | n/a |
| BPEAM VI, LLC | n/a | n/a | n/a | Y | no | n/a |
| BROOKE PRIVATE EQUITY ADVISORS II, LP | n/a | n/a | n/a | Y | no | n/a |
| FAROL CRF CO-INVEST GP LP | n/a | n/a | n/a | N | yes | n/a |
| VECTIS II GP, LP | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $1.9B | $1.9B | 19 | 10 | 0 | 14 | n/a |
| 2024 | Mar 28, 2025 | $1.8B | $1.8B | 17 | 10 | 0 | 15 | n/a |
| 2023 | Mar 28, 2024 | $1.7B | $1.7B | 16 | 10 | 0 | 17 | $1.8B |
| 2022 | Mar 31, 2023 | $1.6B | $1.6B | 17 | 11 | 0 | 17 | $1.7B |
| 2021 | Mar 30, 2022 | $1.2B | $1.2B | 15 | 10 | 0 | 17 | $1.3B |
| 2020 | Mar 30, 2021 | $1.1B | $1.1B | 13 | 8 | 0 | 15 | $1.2B |
| 2019 | Mar 27, 2020 | $878M | $878M | 14 | 9 | 0 | 16 | $956M |
| 2018 | Mar 29, 2019 | $607M | $607M | 12 | 7 | 0 | 17 | $671M |
| 2017 | Mar 21, 2018 | $453M | $453M | 12 | 7 | 0 | 16 | $505M |
| 2016 | Mar 31, 2017 | $374M | $374M | 10 | 6 | n/a | 14 | $418M |
| 2015 | Mar 30, 2016 | $395M | $395M | 10 | 6 | n/a | 14 | $444M |
| 2014 | Mar 31, 2015 | $549M | $404M | 10 | 6 | n/a | 14 | $446M |
| 2013 | Mar 31, 2014 | $443M | $318M | 9 | 6 | n/a | 12 | $242M |
| 2012 | Apr 1, 2013 | $457M | $332M | 10 | 7 | n/a | 12 | $232M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.9B | $1.8B | 6.6% | $1.6B | 6.6% | 19 | 17 | 0 | 0 |