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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

INGLESIDE ADVISORS, LLC

CRD 160688

NEW YORK, NY

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Search this name across graphsid dfx:ria:b8886649-cbf2-c497-ef29-55683c3dc52c

Data as of Jul 31, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 0
On other graphs: 2
Observed: Feb 14, 2012 to Jul 31, 2013
6 observations

Across DFX

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

Private Equityidentity

Ingleside Advisors, LLC

Private equity manager · shared crd

Real Estate Fundsidentity

Ingleside Advisors, LLC

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $33.4MItem 5.F on the latest filing (2013-07-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
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: 2
Advisory employees: 2
Accounts: 11
Private funds: 11Schedule D 7.B(1)
Private fund GAV: $33.2Mgross asset value as reported per fund; never fund size
Custody, client assets: $0
SEC number: 801-73916
CRD: 160688
Filings on the tape: 6
First filed: Feb 14, 2012
Latest filed: Jul 31, 2013
Organised: Limited Liability Company, Delaware

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
Pb5	Private Equity Fund	$7.2M	Jul 31, 2013	10	Feb 14, 2012	reported	n/a
Pc3	Private Equity Fund	$6.5M	Jul 31, 2013	13	Jul 25, 2012	reported	n/a
Pc9	Private Equity Fund	$5.0M	Jul 31, 2013	3	Jul 31, 2013	reported	n/a
Pc8	Private Equity Fund	$5.0M	Jul 31, 2013	9	Jul 31, 2013	reported	n/a
Pb8	Private Equity Fund	$4.4M	Jul 31, 2013	1	Feb 14, 2012	reported	n/a
P53	Real Estate Fund	$4.1M	Mar 28, 2013	6	Feb 14, 2012	reported	n/a
Pc7	Private Equity Fund	$3.5M	Jul 31, 2013	6	Mar 28, 2013	reported	n/a
Pa6	Private Equity Fund	$1.6M	Jul 31, 2013	9	Feb 14, 2012	reported	n/a
Pa8	Private Equity Fund	$49,193	Jul 31, 2013	12	Feb 14, 2012	reported	n/a
Pb4	Private Equity Fund	$8,520	Jul 31, 2013	9	Feb 14, 2012	reported	n/a
Pb1	Private Equity Fund	$3,156	Jul 31, 2013	15	Feb 14, 2012	reported	n/a
Pb9	Private Equity Fund	$3,053	Jul 31, 2013	5	Feb 14, 2012	reported	n/a
Pb6	Private Equity Fund	$1,851	Mar 28, 2013	1	Feb 14, 2012	reported	n/a

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
A.C. ISRAEL ENTERPRISES INC.	Member	E	yes	01/2012	Feb 14, 2012	Jul 31, 2013
GRAY, BARRY, W	Trustee	F	yes	10/2008	Feb 14, 2012	Jul 31, 2013
ISRAEL, JAMES, C	Trustee	F	yes	10/2008	Feb 14, 2012	Jul 31, 2013
ISRAEL, PETER, C	Trustee	F	yes	10/2008	Feb 14, 2012	Jul 31, 2013
ISRAEL, THOMAS, C	Trustee	F	yes	10/2008	Feb 14, 2012	Jul 31, 2013
JAMES C. ISRAEL 2008 7 (B) TRUST	Shareholder	D	yes	10/2008	Feb 14, 2012	Jul 31, 2013
KRAUS, LAWRENCE, E.	CHIEF COMPLIANCE OFFICER	Na	yes	01/2012	Feb 14, 2012	Jul 31, 2013
SCARAMELLA, ROBERT, PATRICK	Manager	Na	yes	10/2012	Dec 7, 2012	Jul 31, 2013
STOLLER, HERBERT	Trustee	F	yes	10/2008	Feb 14, 2012	Jul 31, 2013
THOMAS C. ISRAEL 2008 7(A) TRUST	Shareholder	D	yes	10/2008	Feb 14, 2012	Jul 31, 2013
WARNER, GREGORY, H	Trustee	F	yes	10/2008	Feb 14, 2012	Jul 31, 2013

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
A.C. ISRAEL ENTERPRISES, INC.	n/a	n/a	n/a	Y	no	n/a

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
2012	Mar 28, 2013	$32.5M	$0	2	2	n/a	11	$27.3M

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
2012	$33.4M	n/a	n/a	n/a	n/a	2	n/a	n/a	n/a

Relationships

Advises (13)

→ PB4Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PC8Private fundPrivate Equity Fund, IA
Jul 31, 2013 to presentfactForm ADV
→ PC9Private fundPrivate Equity Fund, IA
Jul 31, 2013 to presentfactForm ADV
→ PC3Private fundPrivate Equity Fund, IA
Jul 25, 2012 to presentfactForm ADV
→ PB5Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PC7Private fundPrivate Equity Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ PB8Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PA6Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PA8Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PB1Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PB9Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PB6Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ P53Private fundReal Estate Fund, IA
Feb 14, 2012 to presentfactForm ADV

Controls (11)

← SCARAMELLA, ROBERT, PATRICKOwnerMANAGER, ownership code NA, individual
Dec 7, 2012 to presentfactForm ADV
← KRAUS, LAWRENCE, E.OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 14, 2012 to presentfactForm ADV
← ISRAEL, THOMAS, COwnerTRUSTEE, ownership code F, individual
Feb 14, 2012 to presentfactForm ADV
← GRAY, BARRY, WOwnerTRUSTEE, ownership code F, individual
Feb 14, 2012 to presentfactForm ADV
← STOLLER, HERBERTOwnerTRUSTEE, ownership code F, individual
Feb 14, 2012 to presentfactForm ADV
← WARNER, GREGORY, HOwnerTRUSTEE, ownership code F, individual
Feb 14, 2012 to presentfactForm ADV
← ISRAEL, PETER, COwnerTRUSTEE, ownership code F, individual
Feb 14, 2012 to presentfactForm ADV
← ISRAEL, JAMES, COwnerTRUSTEE, ownership code F, individual
Feb 14, 2012 to presentfactForm ADV
← A.C. ISRAEL ENTERPRISES INC.OwnerMEMBER, ownership code E, domestic entity
Feb 14, 2012 to presentfactForm ADV
← JAMES C. ISRAEL 2008 7 (B) TRUSTOwnerSHAREHOLDER, ownership code D, domestic entity
Feb 14, 2012 to presentfactForm ADV
← THOMAS C. ISRAEL 2008 7(A) TRUSTOwnerSHAREHOLDER, ownership code D, domestic entity
Feb 14, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8886649-cbf2-c497-ef29-55683c3dc52c
First observed: Feb 14, 2012
Last observed: Jul 31, 2013 159 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.

INGLESIDE ADVISORS, LLC

CRD 160688

NEW YORK, NY

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:b8886649-cbf2-c497-ef29-55683c3dc52c

Data as of Jul 31, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

Pb5

Private Equity Fund

$7.2M

Jul 31, 2013

Feb 14, 2012

reported

n/a

Pc3

Private Equity Fund

$6.5M

Jul 31, 2013

Jul 25, 2012

reported

n/a

Pc9

Private Equity Fund

$5.0M

Jul 31, 2013

reported

n/a

Pc8

Private Equity Fund

$5.0M

Jul 31, 2013

reported

n/a

Pb8

Private Equity Fund

$4.4M

Jul 31, 2013

Feb 14, 2012

reported

n/a

P53

Real Estate Fund

$4.1M

Mar 28, 2013

Feb 14, 2012

reported

n/a

Pc7

Private Equity Fund

$3.5M

Jul 31, 2013

Mar 28, 2013

reported

n/a

Pa6

Private Equity Fund

$1.6M

Jul 31, 2013

Feb 14, 2012

reported

n/a

Pa8

Private Equity Fund

$49,193

Jul 31, 2013

Feb 14, 2012

reported

n/a

Pb4

Private Equity Fund

$8,520

Jul 31, 2013

Feb 14, 2012

reported

n/a

Pb1

Private Equity Fund

$3,156

Jul 31, 2013

Feb 14, 2012

reported

n/a

Pb9

Private Equity Fund

$3,053

Jul 31, 2013

Feb 14, 2012

reported

n/a

Pb6

Private Equity Fund

$1,851

Mar 28, 2013

Feb 14, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

A.C. ISRAEL ENTERPRISES INC.

Member

yes

01/2012

Feb 14, 2012

Jul 31, 2013

GRAY, BARRY, W

Trustee

yes

10/2008

Feb 14, 2012

Jul 31, 2013

ISRAEL, JAMES, C

Trustee

yes

10/2008

Feb 14, 2012

Jul 31, 2013

ISRAEL, PETER, C

Trustee

yes

10/2008

Feb 14, 2012

Jul 31, 2013

ISRAEL, THOMAS, C

Trustee

yes

10/2008

Feb 14, 2012

Jul 31, 2013

JAMES C. ISRAEL 2008 7 (B) TRUST

Shareholder

yes

10/2008

Feb 14, 2012

Jul 31, 2013

KRAUS, LAWRENCE, E.

CHIEF COMPLIANCE OFFICER

yes

01/2012

Feb 14, 2012

Jul 31, 2013

SCARAMELLA, ROBERT, PATRICK

Manager

yes

10/2012

Dec 7, 2012

Jul 31, 2013

STOLLER, HERBERT

Trustee

yes

10/2008

Feb 14, 2012

Jul 31, 2013

THOMAS C. ISRAEL 2008 7(A) TRUST

Shareholder

yes

10/2008

Feb 14, 2012

Jul 31, 2013

WARNER, GREGORY, H

Trustee

yes

10/2008

Feb 14, 2012

Jul 31, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

A.C. ISRAEL ENTERPRISES, INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 28, 2013

$32.5M

n/a

$27.3M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$33.4M

n/a