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

ZBS MECHANICAL GROUP CO-INVEST, LLC

advised by ZBS PARTNERS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:bd136b45-4e89-8a29-e177-8cac7152493a

Data as of May 31, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 5, 2023 to May 31, 2024
3 observations

Across DFX

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

Private Equityidentity

ZBS Mechanical Group Co-Invest, LLC

Private equity fund · shared adv fund id

Facts

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

Adviser: ZBS PARTNERS, LLCCRD 326727
Fund type: Private Equity Fund
Latest reported GAV: $7.7Mgross asset value on Schedule D 7.B(1), as of 2024-05-31; never fund size
Peak reported GAV: $7.7M
Beneficial owners: 2
Minimum investment: $0
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-438945an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: May 5, 2023
Last reported: May 31, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-4127360429

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
May 31, 2024	$7.7M	2	$0	0.0%	yes	ZBS MECHANICAL GROUP CO-INVEST, LLC
Mar 18, 2024	$7.7M	2	$0	0.0%	yes	ZBS MECHANICAL GROUP CO-INVEST, LLC
May 5, 2023	$4.6M	2	$0	0.0%	yes	ZBS MECHANICAL GROUP CO-INVEST, LLC

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA	BANK OF AMERICA	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← ZBS PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
May 5, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd136b45-4e89-8a29-e177-8cac7152493a
First observed: May 5, 2023
Last observed: May 31, 2024 28 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.

ZBS MECHANICAL GROUP CO-INVEST, LLC

advised by ZBS PARTNERS, LLC

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:bd136b45-4e89-8a29-e177-8cac7152493a

Data as of May 31, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

May 31, 2024

$7.7M

0.0%

yes

ZBS MECHANICAL GROUP CO-INVEST, LLC

Mar 18, 2024

$7.7M

0.0%

yes

ZBS MECHANICAL GROUP CO-INVEST, LLC

May 5, 2023

$4.6M

0.0%

yes

ZBS MECHANICAL GROUP CO-INVEST, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF AMERICA

NEW YORK

New York

United States

n/a