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CRD 163215
CHAGRIN FALLS, OH
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 |
|---|---|---|---|---|---|---|---|
| PEPPERTREE CAPITAL FUND IX QP, LP | Private Equity Fund | $1.8B | Mar 29, 2024 | 209 | Mar 30, 2022 | reported | 021-421844 |
| PEPPERTREE CAPITAL FUND VIII QP, LP | Private Equity Fund | $1.5B | Mar 29, 2024 | 177 | Dec 20, 2019 | reported | 021-354773 |
| PEPPERTREE CAPITAL FUND X QP, LP | Private Equity Fund | $1.4B | Mar 29, 2024 | 216 | Mar 29, 2024 | reported | 021-498501 |
| PEPPERTREE CAPITAL FUND VII QP, LP | Private Equity Fund | $1.1B | Mar 29, 2024 | 139 | Oct 31, 2018 | reported | 021-322299 |
| PEPPERTREE CAPITAL FUND VI QP, LP | Private Equity Fund | $403M | Mar 29, 2024 | 105 | Mar 30, 2016 | reported | 021-261795 |
| PEPPERTREE CAPITAL FUND IX, LP | Private Equity Fund | $44.1M | Mar 29, 2024 | 14 | Mar 30, 2022 | reported | 021-421843 |
| PEPPERTREE CAPITAL INTERNATIONAL FUND QP, LP | Private Equity Fund | $43.1M | Mar 29, 2024 | 36 | Mar 30, 2015 | reported | 021-229105 |
| PEPPERTREE CAPITAL FUND IV QP, LP | Private Equity Fund | $30.2M | Mar 29, 2024 | 78 | Mar 27, 2014 | reported | 021-205235 |
| PEPPERTREE CAPITAL INTERNATIONAL CO-INVESTOR FUND, LP | Private Equity Fund | $28.3M | Mar 29, 2024 | 6 | Mar 30, 2015 | reported | 021-229103 |
| PEPPERTREE CAPITAL FUND VIII, LP | Private Equity Fund | $21.3M | Mar 29, 2024 | 10 | Dec 20, 2019 | reported | 021-354775 |
| PEPPERTREE CAPITAL SENIOR DEBT FUND, LP | Other Private Fund | $20.4M | Mar 29, 2024 | 67 | Mar 30, 2012 | reported | 021-472462 |
| PEPPERTREE CAPITAL FUND VI ACQUISITION, LLC | Private Equity Fund | $5.7M | Mar 29, 2024 | 43 | Mar 30, 2022 | reported | n/a |
| PEPPERTREE CAPITAL FUND VI, LP | Private Equity Fund | $5.5M | Mar 29, 2024 | 18 | Mar 30, 2016 | reported | 021-261791 |
| PEPPERTREE CAPITAL FUND VII, LP | Private Equity Fund | $4.9M | Mar 29, 2024 | 11 | Oct 31, 2018 | reported | 021-322286 |
| PEPPERTREE CAPITAL FUND IV, LP | Private Equity Fund | $4.3M | Mar 29, 2024 | 62 | Mar 27, 2014 | reported | 021-203718 |
| PEPPERTREE CAPITAL FUND, LP | Private Equity Fund | $3.4M | Mar 30, 2016 | 42 | Mar 30, 2012 | dropped | 021-1286463 |
| PEPPERTREE CAPITAL TELECOM TOWER FUND, LP | Private Equity Fund | $3.0M | Mar 29, 2024 | 73 | Mar 30, 2012 | reported | 021-154208 |
| PEPPERTREE CAPITAL INTERNATIONAL FUND, LP | Private Equity Fund | $1.2M | Mar 29, 2024 | 8 | Mar 30, 2015 | reported | 021-229101 |
| PEPPERTREE CAPITAL FOLLOW-ON INVESTMENT FUND, LP | Private Equity Fund | $4,713 | Oct 14, 2022 | 1 | Mar 30, 2012 | dropped | 021-1447274 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DEBEVEC, CYNTHIA, LILL | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | Na | yes | 07/2010 | Jun 27, 2014 | Mar 29, 2024 |
| LEPENE, RYAN, DAVID | CO-PRESIDENT AND SHAREHOLDER | D | yes | 05/2011 | Jun 27, 2014 | Mar 29, 2024 |
| MANDEL, F., HOWARD | CO-PRESIDENT AND SHAREHOLDER | D | yes | 07/2003 | Jun 27, 2014 | Mar 29, 2024 |
| Sass, Joseph, Anthony | CHIEF FINANCIAL OFFICER | Na | yes | 05/2023 | Jun 8, 2023 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PEPPERTREE CAPITAL III, INC. | n/a | n/a | n/a | N | yes | n/a |
| PEPPERTREE CAPITAL IV, INC. | n/a | n/a | n/a | N | yes | n/a |
| PEPPERTREE CAPITAL IX, INC. | n/a | n/a | n/a | N | yes | n/a |
| PEPPERTREE CAPITAL V, INC. | n/a | n/a | n/a | N | yes | n/a |
| PEPPERTREE CAPITAL VI, INC. | n/a | n/a | n/a | N | yes | n/a |
| PEPPERTREE CAPITAL VII, INC. | n/a | n/a | n/a | N | yes | n/a |
| PEPPERTREE CAPITAL VIII, INC. | n/a | n/a | n/a | N | yes | n/a |
| PEPPERTREE CAPITAL X, INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 29, 2025 | $7.6B | $7.6B | 39 | 23 | 0 | 18 | n/a |
| 2023 | Mar 29, 2024 | $6.5B | $6.4B | 33 | 21 | 0 | 17 | $6.3B |
| 2022 | Mar 31, 2023 | $4.8B | $4.7B | 29 | 18 | 0 | 16 | $4.6B |
| 2021 | Mar 30, 2022 | $4.0B | $4.0B | 25 | 17 | 0 | 17 | $4.0B |
| 2020 | Mar 30, 2021 | $2.2B | $2.2B | 22 | 15 | 0 | 14 | $2.2B |
| 2019 | Mar 30, 2020 | $2.2B | $2.1B | 19 | 13 | 0 | 14 | $2.1B |
| 2018 | Mar 28, 2019 | $1.1B | $1.1B | 15 | 12 | 0 | 12 | $1.1B |
| 2017 | Mar 29, 2018 | $553M | $499M | 16 | 12 | 1 | 10 | $499M |
| 2016 | Mar 30, 2017 | $560M | $560M | 14 | 11 | n/a | 10 | $560M |
| 2015 | Mar 30, 2016 | $325M | $325M | 13 | 10 | n/a | 11 | $325M |
| 2014 | Mar 30, 2015 | $271M | $271M | 12 | 9 | n/a | 9 | $271M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $7.6B | $6.5B | 17.6% | $4.0B | 24.0% | 39 | 33 | 0 | 0 |