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RIA / WealthPrivate fundprivate equity fund3(c)(7)dropped

SAGEVIEW AVALARA PARTNERS, L.P.

advised by SAGEVIEW CAPITAL LP

Delaware, United States

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Search this name across graphsid dfx:ria:a7cc7904-6d6c-40fc-63a5-cf70fd93744c

Data as of Mar 20, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2017 to Mar 20, 2019
3 observations

Across DFX

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

Private Equityidentity

Sageview Avalara Partners, L.P.

Private equity fund · shared adv fund id

Facts

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

Adviser: SAGEVIEW CAPITAL LPCRD 159560
Fund type: Private Equity Fund
Latest reported GAV: $29.2Mgross asset value on Schedule D 7.B(1), as of 2019-03-20; never fund size
Peak reported GAV: $29.2M
Beneficial owners: 2
Minimum investment: $0
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 9800%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 28, 2017
Last reported: Mar 20, 2019fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-7083546585

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 20, 2019	$29.2M	2	$0	200.0%	yes	SAGEVIEW AVALARA PARTNERS, L.P.
Mar 28, 2018	$15.7M	2	$0	200.0%	yes	SAGEVIEW AVALARA PARTNERS, L.P.
Mar 28, 2017	$13.0M	2	$0	200.0%	yes	SAGEVIEW AVALARA PARTNERS, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
J.P. MORGAN SECURITIES LLC	J.P. MORGAN SECURITIES LLC	Newark	Delaware	United States	no	8-35008
SILICON VALLEY BANK	SILICON VALLEY BANK, A MEMBER OF SVB FINANCIAL GROUP	MENLO PARK	California	United States	no	n/a

Relationships

Advises (1)

← SAGEVIEW CAPITAL LPRegistered adviserPrivate Equity Fund, IA, no longer reported
Mar 28, 2017 to Mar 20, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7cc7904-6d6c-40fc-63a5-cf70fd93744c
First observed: Mar 28, 2017
Last observed: Mar 20, 2019 91 months ago
Source families: Federal regulator filings
1 registered feed 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.

SAGEVIEW AVALARA PARTNERS, L.P.

advised by SAGEVIEW CAPITAL LP

Delaware, United States

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:a7cc7904-6d6c-40fc-63a5-cf70fd93744c

Data as of Mar 20, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 20, 2019

$29.2M

200.0%

yes

SAGEVIEW AVALARA PARTNERS, L.P.

Mar 28, 2018

$15.7M

200.0%

yes

SAGEVIEW AVALARA PARTNERS, L.P.

Mar 28, 2017

$13.0M

200.0%

yes

SAGEVIEW AVALARA PARTNERS, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

J.P. MORGAN SECURITIES LLC

Newark

Delaware

United States

8-35008

SILICON VALLEY BANK

SILICON VALLEY BANK, A MEMBER OF SVB FINANCIAL GROUP

MENLO PARK

California

United States

n/a