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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

PERISCOPE EQUITY LLC

CRD 290326

CHICAGO, IL

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:b9a46618-8311-1ecb-ef9f-e28b68b5bacf

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 3
Observed: Jun 28, 2021 to May 18, 2026
11 observations

Across DFX

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

Venture Capitalidentity

Periscope Equity LLC

Venture manager · shared crd

Independent Sponsorsidentity

Periscope Equity LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Periscope Equity LLC

Private equity manager · 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: $667MItem 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $667M
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: 16
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 8
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $15.3M
SEC number: 801-121890
CRD: 290326
Filings on the tape: 11
First filed: Jun 28, 2021
Latest filed: May 18, 2026
Organised: Limited Liability Company, DE
Website: periscopeequity.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
PERISCOPE EQUITY II, L.P.	Private Equity Fund	$230M	Apr 22, 2024	32	Mar 29, 2021	reported	021-367387
PERISCOPE EQUITY I, L.P.	Private Equity Fund	$114M	Apr 22, 2024	35	Mar 5, 2018	reported	021-301069
PERISCOPE MSS CO-INVEST HOLDINGS, LLC	Private Equity Fund	$40.4M	Apr 22, 2024	16	Mar 30, 2020	reported	n/a
PERISCOPE EQUITY II-A, L.P.	Private Equity Fund	$40.4M	Apr 22, 2024	3	Mar 29, 2021	reported	021-367388
PERISCOPE IBH HOLDINGS LLC	Private Equity Fund	$7.4M	Apr 22, 2024	5	Mar 30, 2020	reported	n/a
PERISCOPE SENIORMETRICS HOLDINGS, LLC	Private Equity Fund	$3.7M	Apr 22, 2024	18	Mar 30, 2020	reported	n/a
PERISCOPE INFLEXXION HOLDINGS LLC	Private Equity Fund	$1,979	Mar 29, 2021	32	Mar 30, 2020	dropped	021-231071

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
FINDLAY, JOHN, WARREN	Partner	Na	yes	10/2019	Jun 28, 2021	Apr 22, 2024
HARKINS, LISA, BETH	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	Na	yes	03/2021	Jun 28, 2021	Apr 22, 2024
JARMEL, STEVEN, BRADLEY	PARTNER; SOLE MEMBER	E	yes	12/2012	Jun 28, 2021	Apr 22, 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
PERISCOPE EQUITY I GP, L.P.	n/a	n/a	n/a	N	yes	n/a
PERISCOPE EQUITY II GP, L.P.	n/a	n/a	n/a	N	yes	n/a
PONTCHARTRAIN CISCOR, LLC	n/a	n/a	n/a	N	yes	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	Private funds	Fund GAV
2025	Mar 23, 2026	$667M	$667M	16	15	8	n/a
2024	Mar 19, 2025	$683M	$683M	13	12	8	n/a
2023	Mar 22, 2024	$436M	$436M	13	12	6	$436M
2022	Mar 28, 2023	$447M	$447M	13	12	6	$447M
2021	Mar 28, 2022	$421M	$421M	11	9	6	$418M

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	$667M	$683M	-2.4%	$447M	14.3%	16	13	0	0

Relationships

Advises (7)

→ PERISCOPE EQUITY II-A, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ PERISCOPE IBH HOLDINGS LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ PERISCOPE SENIORMETRICS HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ PERISCOPE EQUITY I, L.P.Private fundPrivate Equity Fund, IA
Mar 5, 2018 to presentfactForm ADV
→ PERISCOPE EQUITY II, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ PERISCOPE MSS CO-INVEST HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ PERISCOPE INFLEXXION HOLDINGS LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 30, 2020 to Mar 29, 2021factForm ADV

Controls (3)

← JARMEL, STEVEN, BRADLEYOwnerPARTNER; SOLE MEMBER, ownership code E, individual
Jun 28, 2021 to Apr 22, 2024factForm ADV
← FINDLAY, JOHN, WARRENOwnerPARTNER, ownership code NA, individual
Jun 28, 2021 to Apr 22, 2024factForm ADV
← HARKINS, LISA, BETHOwnerCHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 28, 2021 to Apr 22, 2024factForm ADV

Dated events

Occurred
Mar 19, 2025
Regulatory AUM changed
Periscope Equity Llc reported RAUM $683.2M, up 57% from $436.3M (2024-04-22 to 2025-03-19)
Form ADVobserved 3 days ago
$247M
Occurred
Jun 28, 2021
First Form ADV filing
Periscope Equity Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9a46618-8311-1ecb-ef9f-e28b68b5bacf
First observed: Jun 28, 2021
Last observed: May 18, 2026 4 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.

PERISCOPE EQUITY LLC

CRD 290326

CHICAGO, IL

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:b9a46618-8311-1ecb-ef9f-e28b68b5bacf

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PERISCOPE EQUITY II, L.P.

Private Equity Fund

$230M

Apr 22, 2024

Mar 29, 2021

reported

021-367387

PERISCOPE EQUITY I, L.P.

Private Equity Fund

$114M

Apr 22, 2024

Mar 5, 2018

reported

021-301069

PERISCOPE MSS CO-INVEST HOLDINGS, LLC

Private Equity Fund

$40.4M

Apr 22, 2024

Mar 30, 2020

reported

n/a

PERISCOPE EQUITY II-A, L.P.

Private Equity Fund

$40.4M

Apr 22, 2024

Mar 29, 2021

reported

021-367388

PERISCOPE IBH HOLDINGS LLC

Private Equity Fund

$7.4M

Apr 22, 2024

Mar 30, 2020

reported

n/a

PERISCOPE SENIORMETRICS HOLDINGS, LLC

Private Equity Fund

$3.7M

Apr 22, 2024

Mar 30, 2020

reported

n/a

PERISCOPE INFLEXXION HOLDINGS LLC

Private Equity Fund

$1,979

Mar 29, 2021

Mar 30, 2020

dropped

021-231071

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FINDLAY, JOHN, WARREN

Partner

yes

10/2019

Jun 28, 2021

Apr 22, 2024

HARKINS, LISA, BETH

CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER

yes

03/2021

Jun 28, 2021

Apr 22, 2024

JARMEL, STEVEN, BRADLEY

PARTNER; SOLE MEMBER

yes

12/2012

Jun 28, 2021

Apr 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PERISCOPE EQUITY I GP, L.P.

n/a

yes

n/a

PERISCOPE EQUITY II GP, L.P.

n/a

yes

n/a

PONTCHARTRAIN CISCOR, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$667M

n/a

2024

Mar 19, 2025

$683M

n/a

2023

Mar 22, 2024

$436M

2022

Mar 28, 2023

$447M

2021

Mar 28, 2022

$421M

$418M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$667M

$683M

-2.4%

$447M

14.3%