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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

CARE EQUITY CAPITAL MANAGEMENT, L.P.

CRD 312131

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:d43d7b12-0ff0-a30d-2971-ef95a53fbe9f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 2
Observed: Jun 26, 2023 to Mar 31, 2026
5 observations

Across DFX

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

Private Equityidentity

Care Equity Capital Management, L.P.

Private equity manager · shared crd

Venture Capitalidentity

Care Equity Capital Management, L.P.

Venture 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: $427MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $427M
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: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $427M
SEC number: 801-128405
CRD: 312131
Filings on the tape: 5
First filed: Jun 26, 2023
Latest filed: Mar 31, 2026
Organised: Limited Partnership, DE
Website: careequity.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
CARE EQUITY II, L.P.	Private Equity Fund	$302M	Mar 29, 2024	38	Mar 31, 2023	reported	021-463480
CARE EQUITY, L.P.	Private Equity Fund	$125M	Mar 29, 2024	53	Dec 14, 2020	reported	021-382769

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
BATESKO, PETER	MANAGER AND MEMBER	F	yes	11/2020	Jun 26, 2023	Mar 29, 2024
BATESKO, PETER	MANAGING PARTNER	Na	yes	08/2020	Jun 26, 2023	Mar 29, 2024
CARE EQUITY CAPITAL GP, LLC	GENERAL PARTNER	Na	yes	08/2020	Jun 26, 2023	Mar 29, 2024
ESTVOLD, NICHOLAS, LEE	CHIEF COMPLIANCE OFFICER	Na	yes	09/2022	Jun 26, 2023	Mar 29, 2024
PETER BATESKO 2021-1 TRUST	Member	E	yes	09/2021	Jun 26, 2023	Mar 29, 2024
PETER BATESKO 2021-1 TRUST	LIMITED PARTNER	E	yes	09/2021	Jun 26, 2023	Mar 29, 2024
PREMIER TRUST, INC.	Trustee	F	no	07/2021	Jun 26, 2023	Mar 29, 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
CARE EQUITY GP I, LLC	n/a	n/a	n/a	N	yes	n/a
CARE EQUITY GP II, 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 31, 2026	$427M	$427M	7	7	2	n/a
2024	Mar 31, 2025	$427M	$427M	7	7	2	n/a
2023	Mar 29, 2024	$427M	$427M	7	7	2	$427M

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	$427M	$427M	0.0%	n/a	n/a	7	7	0	0

Relationships

Advises (2)

→ CARE EQUITY II, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ CARE EQUITY, L.P.Private fundPrivate Equity Fund, IA
Dec 14, 2020 to presentfactForm ADV

Controls (4)

← BATESKO, PETEROwnerMANAGER AND MEMBER, ownership code F, individual
Jun 26, 2023 to Mar 29, 2024factForm ADV
← ESTVOLD, NICHOLAS, LEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 26, 2023 to Mar 29, 2024factForm ADV
← CARE EQUITY CAPITAL GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jun 26, 2023 to Mar 29, 2024factForm ADV
← PETER BATESKO 2021-1 TRUSTOwnerMEMBER, ownership code E, domestic entity
Jun 26, 2023 to Mar 29, 2024factForm ADV

Owns (1)

← PREMIER TRUST, INC.OwnerTRUSTEE, ownership code F, domestic entity
Jun 26, 2023 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jun 26, 2023
First Form ADV filing
Care Equity Capital Management, L.P. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d43d7b12-0ff0-a30d-2971-ef95a53fbe9f
First observed: Jun 26, 2023
Last observed: Mar 31, 2026 5 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.

CARE EQUITY CAPITAL MANAGEMENT, L.P.

CRD 312131

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:d43d7b12-0ff0-a30d-2971-ef95a53fbe9f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CARE EQUITY II, L.P.

Private Equity Fund

$302M

Mar 29, 2024

Mar 31, 2023

reported

021-463480

CARE EQUITY, L.P.

Private Equity Fund

$125M

Mar 29, 2024

Dec 14, 2020

reported

021-382769

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BATESKO, PETER

MANAGER AND MEMBER

yes

11/2020

Jun 26, 2023

Mar 29, 2024

BATESKO, PETER

MANAGING PARTNER

yes

08/2020

Jun 26, 2023

Mar 29, 2024

CARE EQUITY CAPITAL GP, LLC

GENERAL PARTNER

yes

08/2020

Jun 26, 2023

Mar 29, 2024

ESTVOLD, NICHOLAS, LEE

CHIEF COMPLIANCE OFFICER

yes

09/2022

Jun 26, 2023

Mar 29, 2024

PETER BATESKO 2021-1 TRUST

Member

yes

09/2021

Jun 26, 2023

Mar 29, 2024

PETER BATESKO 2021-1 TRUST

LIMITED PARTNER

yes

09/2021

Jun 26, 2023

Mar 29, 2024

PREMIER TRUST, INC.

Trustee

07/2021

Jun 26, 2023

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CARE EQUITY GP I, LLC

n/a

yes

n/a

CARE EQUITY GP II, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$427M

n/a

2024

Mar 31, 2025

$427M

n/a

2023

Mar 29, 2024

$427M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$427M

0.0%

n/a