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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

INTERLOCK EQUITY LP

CRD 315618

LOS ANGELES, CA

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:9cc02f5c-6a4d-af9d-103c-3bd15ccacde9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 2
Observed: Jun 28, 2023 to Mar 31, 2026
5 observations

Across DFX

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

Private Equityidentity

Interlock Equity LP

Private equity manager · shared crd

Independent Sponsorsidentity

Interlock Equity LP

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $486MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $486M
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: 14
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $391M
SEC number: 801-128449
CRD: 315618
Filings on the tape: 5
First filed: Jun 28, 2023
Latest filed: Mar 31, 2026
Organised: Limited Partnership, DE
Website: interlockequity.com

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
INTERLOCK FUND I LP	Private Equity Fund	$98.5M	Mar 28, 2024	26	Jun 28, 2023	reported	021-415381
INTERLOCK FUND I-A LP	Private Equity Fund	$74.1M	Mar 28, 2024	16	Jun 28, 2023	reported	021-415382
INTERLOCK EXECUTIVE FUND I LP	Private Equity Fund	$5.7M	Mar 28, 2024	22	Jun 28, 2023	reported	021-435729

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
INTERLOCK EQUITY LLC	GENERAL PARTNER	Na	yes	01/2021	Jun 28, 2023	Mar 28, 2024
JENSEN, STEFAN, MARK	MANAGING DIRECTOR	B	yes	01/2021	Jun 28, 2023	Mar 28, 2024
OREND, MICHAEL, JAMES	MANAGING DIRECTOR	B	yes	01/2021	Jun 28, 2023	Mar 28, 2024
ZIELINSKI, ROBERT, AMES	Manager	E	yes	01/2021	Jun 28, 2023	Mar 28, 2024
ZIELINSKI, ROBERT, AMES	LIMITED PARTNER; MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER	E	yes	01/2021	Jun 28, 2023	Mar 28, 2024

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
INTERLOCK GP I LP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naperville	IL	United States	1	no

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
2025	Mar 31, 2026	$486M	$486M	14	12	0	3	n/a
2024	Mar 28, 2025	$414M	$414M	12	11	1	3	n/a
2023	Mar 28, 2024	$414M	$414M	11	9	1	3	$178M

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
2025	$486M	$414M	17.5%	n/a	n/a	14	12	0	1

Relationships

Advises (3)

→ INTERLOCK EXECUTIVE FUND I LPPrivate fundPrivate Equity Fund, IA
Jun 28, 2023 to presentfactForm ADV
→ INTERLOCK FUND I LPPrivate fundPrivate Equity Fund, IA
Jun 28, 2023 to presentfactForm ADV
→ INTERLOCK FUND I-A LPPrivate fundPrivate Equity Fund, IA
Jun 28, 2023 to presentfactForm ADV

Controls (4)

← OREND, MICHAEL, JAMESOwnerMANAGING DIRECTOR, ownership code B, individual
Jun 28, 2023 to Mar 28, 2024factForm ADV
← JENSEN, STEFAN, MARKOwnerMANAGING DIRECTOR, ownership code B, individual
Jun 28, 2023 to Mar 28, 2024factForm ADV
← ZIELINSKI, ROBERT, AMESOwnerMANAGER, ownership code E, individual
Jun 28, 2023 to Mar 28, 2024factForm ADV
← INTERLOCK EQUITY LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jun 28, 2023 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
Interlock Equity Lp reported RAUM $414.1M, up 33% from $311.2M (2023-06-30 to 2024-03-28)
Form ADVobserved 4 days ago
$103M
Occurred
Jun 28, 2023
First Form ADV filing
Interlock Equity Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9cc02f5c-6a4d-af9d-103c-3bd15ccacde9
First observed: Jun 28, 2023
Last observed: Mar 31, 2026 5 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.

INTERLOCK EQUITY LP

CRD 315618

LOS ANGELES, CA

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:9cc02f5c-6a4d-af9d-103c-3bd15ccacde9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INTERLOCK FUND I LP

Private Equity Fund

$98.5M

Mar 28, 2024

Jun 28, 2023

reported

021-415381

INTERLOCK FUND I-A LP

Private Equity Fund

$74.1M

Mar 28, 2024

Jun 28, 2023

reported

021-415382

INTERLOCK EXECUTIVE FUND I LP

Private Equity Fund

$5.7M

Mar 28, 2024

Jun 28, 2023

reported

021-435729

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

INTERLOCK EQUITY LLC

GENERAL PARTNER

yes

01/2021

Jun 28, 2023

Mar 28, 2024

JENSEN, STEFAN, MARK

MANAGING DIRECTOR

yes

01/2021

Jun 28, 2023

Mar 28, 2024

OREND, MICHAEL, JAMES

MANAGING DIRECTOR

yes

01/2021

Jun 28, 2023

Mar 28, 2024

ZIELINSKI, ROBERT, AMES

Manager

yes

01/2021

Jun 28, 2023

Mar 28, 2024

ZIELINSKI, ROBERT, AMES

LIMITED PARTNER; MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER

yes

01/2021

Jun 28, 2023

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTERLOCK GP I LP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Naperville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$486M

n/a

2024

Mar 28, 2025

$414M

n/a

2023

Mar 28, 2024

$414M

$178M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$486M

$414M

17.5%

n/a