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CRD 159611
WEST PALM BEACH, FL
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 |
|---|---|---|---|---|---|---|---|
| PALM BEACH CAPITAL FUND VI, L.P. | Private Equity Fund | $232M | Mar 28, 2024 | 110 | Mar 28, 2024 | reported | n/a |
| PALM BEACH CAPITAL FUND V, LP | Private Equity Fund | $173M | Mar 28, 2024 | 48 | Mar 25, 2021 | reported | n/a |
| PALM BEACH CAPITAL FUND IV | Private Equity Fund | $98.2M | Mar 28, 2024 | 64 | Mar 31, 2017 | reported | 021-252770 |
| PALM BEACH CAPITAL FUND III, L.P. | Private Equity Fund | $72.6M | Mar 28, 2024 | 63 | Feb 13, 2012 | reported | 021-138725 |
| PALM BEACH CAPITAL FUND VI PARALLEL, L.P. | Private Equity Fund | $50.0M | Mar 28, 2024 | 15 | Mar 28, 2024 | reported | n/a |
| HLA CO-INVESTORS, LP | Private Equity Fund | $38.3M | Mar 28, 2024 | 23 | Mar 31, 2015 | reported | 021-138725 |
| PBC PAPE DAWSON CO-INVESTORS FEEDER, L.P. | Private Equity Fund | $26.1M | Mar 28, 2024 | 20 | Mar 28, 2024 | reported | n/a |
| PBC VI PRINCIPALS FUND, LP | Private Equity Fund | $17.9M | Mar 28, 2024 | 10 | Mar 28, 2024 | reported | n/a |
| PBC V PRINCIPALS FUND LP | Private Equity Fund | $14.6M | Mar 28, 2024 | 5 | Mar 31, 2022 | reported | n/a |
| BLUE TEAM CO-INVESTORS LP | Private Equity Fund | $14.1M | Mar 28, 2024 | 12 | Jun 26, 2020 | reported | n/a |
| PBC IV PRINCIPALS FUND, LP | Private Equity Fund | $5.4M | Mar 28, 2024 | 5 | Mar 31, 2017 | reported | n/a |
| PBC III PRINCIPALS FUND, LP | Private Equity Fund | $4.8M | Mar 28, 2024 | 10 | Feb 13, 2012 | reported | 021-13872501 |
| PALM BEACH CAPITAL FUND I, L.P. | Private Equity Fund | $3.5M | Mar 25, 2020 | 31 | Feb 13, 2012 | dropped | 021-55412 |
| PBC MEARS CO-INVESTORS, LP | Private Equity Fund | $1.2M | Mar 28, 2024 | 12 | Jun 26, 2020 | reported | n/a |
| LYNEER CO-INVESTORS LP | Private Equity Fund | $480,000 | Mar 28, 2024 | 7 | Jun 26, 2020 | reported | n/a |
| LIBERTY CO-INVESTORS, LP | Private Equity Fund | $424,000 | Dec 9, 2021 | 20 | Mar 31, 2015 | dropped | 021-138725 |
| LIBERTY CO-INVESTORS II, LP | Private Equity Fund | $212,000 | Dec 9, 2021 | 21 | Mar 31, 2017 | dropped | n/a |
| PBC MIDAS CO-INVESTORS, LP, | Private Equity Fund | $121,768 | Mar 28, 2024 | 9 | Jun 26, 2020 | reported | n/a |
| PBC NRI CO-INVESTORS LP | Private Equity Fund | $47,600 | Dec 9, 2021 | 5 | Jun 26, 2020 | dropped | n/a |
| PALM BEACH CAPITAL FUND II, LP | Private Equity Fund | $0 | Mar 31, 2022 | 51 | Feb 13, 2012 | dropped | 021-84234 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Felder, Christopher, Stephen | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | Na | yes | 03/2020 | Jun 26, 2020 | Mar 28, 2024 |
| HARPEL, JAMES, WILLIAM | ELECTED MANAGER, MEMBER | B | yes | 05/2011 | Feb 13, 2012 | Mar 28, 2024 |
| MCGRUDER, SHAUN, LANCER | ELECTED MANAGER, MEMBER | C | yes | 05/2011 | Feb 13, 2012 | Mar 28, 2024 |
| SCHMICKLE, MICHAEL, LEROY | ELECTED MANAGER, MEMBER | C | yes | 05/2011 | Feb 13, 2012 | Mar 28, 2024 |
| WARD, NATHAN, SHAWN | ELECTED MANAGER, MEMBER | C | yes | 05/2011 | Feb 13, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HLA CO-INVESTORS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| PALM BEACH CAPITAL GP II, LLC | n/a | n/a | n/a | N | yes | n/a |
| PALM BEACH CAPITAL GP III, LP | n/a | n/a | n/a | N | yes | n/a |
| PALM BEACH CAPITAL GP IV, LP | n/a | n/a | n/a | N | yes | n/a |
| PALM BEACH CAPITAL GP V, L.P. | n/a | n/a | n/a | N | yes | n/a |
| PBC BLUE TEAM CO-INVESTORS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| PBC GP III, LLC | n/a | n/a | n/a | N | yes | n/a |
| PBC GP IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| PBC LYNEER CO-INVESTORS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| PBC MEARS CO-INVESTORS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| PBC MIDAS CO-INVESTORS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $999M | $999M | 11 | 7 | 0 | 15 | n/a |
| 2024 | Mar 28, 2025 | $935M | $935M | 11 | 7 | 0 | 14 | n/a |
| 2023 | Mar 28, 2024 | $841M | $841M | 8 | 5 | 0 | 15 | $749M |
| 2022 | Mar 29, 2023 | $514M | $514M | 8 | 5 | 0 | 11 | $417M |
| 2021 | Mar 31, 2022 | $578M | $578M | 8 | 5 | 0 | 12 | $578M |
| 2020 | Mar 25, 2021 | $500M | $500M | 8 | 5 | 0 | 14 | $518M |
| 2019 | Mar 25, 2020 | $360M | $360M | 8 | 5 | 0 | 9 | $289M |
| 2018 | Mar 15, 2019 | $290M | $290M | 8 | 5 | 1 | 9 | $289M |
| 2017 | Mar 30, 2018 | $290M | $290M | 8 | 5 | 1 | 9 | $289M |
| 2016 | Mar 31, 2017 | $201M | $201M | 9 | 6 | n/a | 9 | $201M |
| 2015 | Mar 31, 2016 | $195M | $195M | 8 | 6 | n/a | 6 | $195M |
| 2014 | Mar 31, 2015 | $208M | $208M | 8 | 6 | n/a | 6 | $208M |
| 2013 | Mar 31, 2014 | $239M | $239M | 8 | 6 | n/a | 4 | $239M |
| 2012 | Mar 28, 2013 | $234M | $234M | 8 | 6 | n/a | 4 | $234M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $999M | $935M | 6.8% | $514M | 24.8% | 11 | 11 | 0 | 0 |