DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

PRIVATE ADVISORS LLC

CRD 109247

RICHMOND, VA

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:e101d3b5-a7dd-cc81-fb1e-c615aac8e0b3

Data as of May 12, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 75
Dated events: 2
On other graphs: 1
Observed: Mar 30, 2012 to May 12, 2020
34 observations

Across DFX

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

Private Equityidentity

Private Advisors LLC

Private equity 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: $5.2BItem 5.F on the latest filing (2020-05-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.3B
Private client RAUM: $10.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 69
Advisory employees: 37
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 45
Private funds: 29Schedule D 7.B(1)
Private fund GAV: $4.3Bgross asset value as reported per fund; never fund size
Custody, client assets: $3.7B
SEC number: 801-55696
CRD: 109247
Filings on the tape: 34
First filed: Mar 30, 2012
Latest filed: May 12, 2020
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
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND II, LP	Private Equity Fund	$76.3M	Sep 29, 2017	76	Mar 30, 2012	dropped	n/a
THE HEDGED STRATEGIES MASTER FUND	Hedge Fund	$45.4M	Apr 9, 2013	35	Mar 30, 2012	dropped	021-50021
PRIVATE ADVISORS PRIVATE EQUITY FUND, LP	Private Equity Fund	$33.3M	Dec 8, 2014	67	Mar 30, 2012	dropped	n/a
PRIVATE ADVISORS STABLE VALUE MASTER FUND, LTD.	Hedge Fund	$19.4M	Mar 28, 2018	92	Mar 30, 2012	dropped	n/a
THE HEDGED STRATEGIES FUND LLC	Hedge Fund	$14.6M	Jan 28, 2014	5	Sep 16, 2013	dropped	n/a
PRIVATE ADVISORS COINVESTMENT FUND, LP	Private Equity Fund	$14.4M	Mar 29, 2019	65	Mar 30, 2012	dropped	021-91877
PRIVATE ADVISORS STABLE VALUE ERISA FUND, LTD	Hedge Fund	$14.1M	Mar 28, 2018	37	Mar 30, 2012	dropped	021-53680
CUYAHOGA CAPITAL PARTNERS III LP	Private Equity Fund	$8.0M	Mar 29, 2019	23	Feb 14, 2012	dropped	021-123211
ALTERNATIVE FUND LV, LLC	Hedge Fund	$5.2M	Jan 5, 2016	116	Mar 30, 2012	dropped	n/a
CUYAHOGA CAPITAL PARTNERS I, L.P.	Private Equity Fund	$5.1M	Mar 29, 2019	4	Feb 14, 2012	dropped	n/a
PRIVATE ADVISORS DISTRESSED OPPORTUNITIES FUND, LP	Hedge Fund	$4.2M	Feb 23, 2017	61	Mar 30, 2012	dropped	n/a
PRIVATE ADVISORS ALTERNATIVE ASSET FUND LLC	Hedge Fund	$3.6M	Jan 5, 2016	64	Mar 30, 2012	dropped	n/a
CUYAHOGA CAPITAL PARTNERS II LP	Private Equity Fund	$3.3M	Mar 29, 2019	8	Feb 14, 2012	dropped	n/a
PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND, LP	Private Equity Fund	$3.0M	Jan 5, 2016	40	Mar 30, 2012	dropped	n/a
PRIVATE ADVISORS ALTERNATIVE SMALL COMPANY BUYOUT FUND, LP	Private Equity Fund	$3.0M	Jan 5, 2016	2	Mar 30, 2012	dropped	n/a
ALTERNATIVE FUND LV II, LLC	Hedge Fund	$2.3M	Jan 5, 2016	31	Mar 30, 2012	dropped	n/a
THE HEDGED STRATEGIES FUND (QP), LTD.	Hedge Fund	$1.3M	Feb 23, 2017	20	Mar 30, 2012	dropped	n/a
PRIVATE ADVISORS INCOME FUND LP	Hedge Fund	$850,000	Jan 5, 2016	9	Mar 30, 2012	dropped	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
HANRAHAN, CHRISTOPHER, MARK	Owner	D	yes	10/2012	Oct 11, 2012	May 12, 2020
HAUBENSTRICKER, THOMAS, MARK	ELECTED MANAGER	Na	yes	12/2010	Mar 30, 2012	May 12, 2020
HENDRY, THOMAS, ALEXANDER	ELECTED MANAGER	Na	yes	01/2013	Mar 28, 2013	May 12, 2020
HUNG, YIE-HSIN, NMN	ELECTED MANAGER, CHAIRMAN OF THE BOARD OF MANAGERS	Na	yes	12/2010	Mar 30, 2012	May 12, 2020
MOELCHERT, LOUIS, WILLIAM	CEO, MEMBER, ELECTED MANAGER & TRUSTEE OF LOUIS W. MOELCHERT, III GST TRUST	B	yes	12/2012	Mar 30, 2012	May 12, 2020
MOELCHERT, LOUIS, WILLIAM	Trustee	F	yes	09/2010	Mar 30, 2012	May 12, 2020
MOELCHERT, LOUIS, WILLIAM	OWNER 100%	E	yes	01/2017	Mar 30, 2012	May 12, 2020
MOELCHERT, LOUIS, WILLIAM	CHAIRMAN, CIO, MEMBER, ELECTED MANAGER, & PRESIDENT OF WINDINGRIDGE PARTNERS INC.	A	yes	12/2012	Mar 30, 2012	May 12, 2020
NEW YORK LIFE INSURANCE COMPANY	OWNER 100%	E	yes	12/2010	Mar 30, 2012	May 12, 2020
NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC	OWNER 100%	E	yes	05/2020	Mar 30, 2012	May 12, 2020
NEW YORK LIFE INVESTMENTS ALTERNATIVES LLC	Member	D	yes	05/2020	May 11, 2020	May 12, 2020
RUTHERFORD, KEVIN, STEWART	CHIEF COMPLIANCE OFFICER	Na	yes	07/2015	Jul 16, 2015	May 12, 2020
SHIRLEY, BART, ALAN	Owner	D	yes	10/2012	Oct 11, 2012	May 12, 2020
STRINGER, CHRISTOPHER, RYAN	PRESIDENT, ELECTED MANAGER, MEMBER	Na	yes	12/2010	Mar 30, 2012	May 12, 2020
Taylor, Christopher, Wells	ELECTED MANAGER	Na	yes	05/2020	May 11, 2020	May 12, 2020
BAIRD, LAURA, EILEEN	Member	Na	no	07/2011	Mar 30, 2012	May 12, 2020
CIAVERELLI, GREGORY, NMN	MEMBER, CHIEF OPERATING OFFICER	Na	no	04/2009	Mar 30, 2012	May 12, 2020
CUYAHOGA CAPITAL PARTNERS, LLC	Member	Na	no	10/2012	Mar 28, 2018	May 12, 2020
HANRAHAN, CHRISTOPHER, MARK	Member	Na	no	10/2012	Oct 11, 2012	May 12, 2020
HARGRAVES, GORDON, SELLERS	Member	Na	no	11/2011	Mar 30, 2012	May 12, 2020
HENKIN, SCOTT, NELSON	Member	Na	no	01/2016	Mar 23, 2016	May 12, 2020
HONEY, CHARLES, HUBERT GATLING	Member	Na	no	01/2007	Mar 30, 2012	May 12, 2020
LAURA MILLER MOELCHERT GST TRUST	OWNER 33%	C	no	01/2011	Mar 30, 2012	May 12, 2020
LOUIS W. MOELCHERT, III GST TRUST	OWNER 67%	D	no	01/2011	Mar 30, 2012	May 12, 2020
LWM EQUITY PARTNERS, LLC	Member	B	no	01/2017	Sep 29, 2017	May 12, 2020
MACKAY, CHRISTOPHER, GEORGE	Member	Na	no	12/2010	Mar 30, 2012	May 12, 2020
MARSHALL, DEVAN, JOSEPH	Member	Na	no	07/2013	Mar 31, 2014	May 12, 2020
MCCARROLL, ZACHARY, CADE	Member	Na	no	07/2014	Jul 25, 2014	May 12, 2020
MILLIGAN, TODD, ALLAN	Member	Na	no	01/2010	Mar 30, 2012	May 12, 2020
MOELCHERT, CAROL, BARBIN	Trustee	F	no	01/2012	Mar 31, 2015	May 12, 2020
MOELCHERT, CAROL, BARBIN	Trustee	F	no	01/2011	Mar 31, 2015	May 12, 2020
RABB, DOROTHY KEE, TILGHMAN	Member	Na	no	12/2010	Mar 30, 2012	May 12, 2020
RYAN, WILLIAM, JOHN	Member	Na	no	01/2013	Mar 31, 2015	May 12, 2020
SHIRLEY, BART, ALAN	Member	Na	no	10/2012	Oct 11, 2012	May 12, 2020
WINDINGRIDGE PARTNERS, INC.	Member	Na	no	01/2011	Mar 30, 2012	May 12, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 63

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NYL INVESTORS LLC	n/a	Institutional manager	$329B	N	yes	n/a
MACKAY SHIELDS LLC	n/a	Other adviser	$160B	N	yes	n/a
CANDRIAM LUXEMBOURG S.C.A.	n/a	Asset manager	$155B	N	yes	n/a
CANDRIAM BELGIUM S.A.	n/a	Former SEC adviser	$123B	N	yes	n/a
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	n/a	Asset manager	$121B	N	yes	n/a
NEW YORK LIFE INVESTMENTS ALTERNATIVES LLC	n/a	Other adviser	$44B	N	yes	n/a
CANDRIAM FRANCE S.A.S.	n/a	Former SEC adviser	$35B	N	yes	n/a
EAGLE STRATEGIES LLC	n/a	Bd affiliated wealth	$32B	N	yes	n/a
AUSBIL INVESTMENT MANAGEMENT LIMITED	n/a	Other adviser	$14B	N	yes	n/a
GOLDPOINT PARTNERS LLC	n/a	Former SEC adviser	$14B	N	yes	n/a
INDEXIQ ADVISORS LLC	n/a	Former SEC adviser	$10B	N	yes	n/a
MADISON CAPITAL FUNDING LLC	n/a	Former SEC adviser	$3.7B	N	yes	n/a
BMG PAPM GP, LLC	n/a	n/a	n/a	Y	yes	n/a
CUYAHOGA CAPITAL EMERGING BUYOUT PARTNERS MANAGEMENT GROUP LLC	n/a	n/a	n/a	Y	no	n/a
CUYAHOGA CAPITAL PARTNERS IV MANAGEMENT GROUP LLC	n/a	n/a	n/a	Y	no	n/a
NEW YORK LIFE ENTERPRISES LLC	n/a	n/a	n/a	N	yes	n/a
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION	n/a	n/a	n/a	N	yes	n/a
NEW YORK LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
NEW YORK LIFE INVESTMENT MANAGEMENT ASIA LIMITED	n/a	n/a	n/a	N	yes	n/a
NEW YORK LIFE INVESTMENT MANAGEMENT HONG KONG LIMITED	n/a	n/a	n/a	N	yes	n/a
NEW YORK LIFE TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
NYLIFE DISTRIBUTORS LLC	n/a	n/a	n/a	N	yes	n/a
NYLIFE INSURANCE COMPANY OF ARIZONA	n/a	n/a	n/a	N	yes	n/a
NYLIFE SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a
NYLINK INSURANCE AGENCY INC.	n/a	n/a	n/a	N	yes	n/a
PA CREDIT PROGRAM CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a
PA EMERGING MANAGER CARRY II, LLC	n/a	n/a	n/a	Y	yes	n/a
PA EMERGING MANAGER CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a
PA REAL ASSETS CARRY II, LLC	n/a	n/a	n/a	Y	yes	n/a
PA REAL ASSETS CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a
PA STRATEGIC OPPORTUNITIES FUND GP, LLC	n/a	n/a	n/a	Y	yes	n/a
PACD MM, LLC	n/a	n/a	n/a	Y	yes	n/a
PACIF II CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a
PACIF II GP, LLC	n/a	n/a	n/a	Y	yes	n/a
PACIF III CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a
PACIF III GP, LLC	n/a	n/a	n/a	Y	yes	n/a
PACIF IV CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a
PACIF IV GP, LLC	n/a	n/a	n/a	Y	yes	n/a
PAMMF GP, LLC	n/a	n/a	n/a	Y	yes	n/a
PARAF CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	7	no
Cleveland	Oh	United States	4	no
Austin	TX	United States	4	no
Chicago	IL	United States	2	no

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
2019	Mar 30, 2020	$5.2B	$4.3B	69	37	4	29	$4.3B
2018	Mar 29, 2019	$4.7B	$3.7B	67	34	4	27	$3.7B
2017	Mar 28, 2018	$4.6B	$3.2B	65	34	3	26	$3.2B
2016	Mar 31, 2017	$4.7B	$3.0B	69	33	n/a	25	$3.0B
2015	Mar 23, 2016	$5.7B	$3.7B	86	36	n/a	26	$3.7B
2014	Mar 31, 2015	$6.0B	$3.7B	84	33	n/a	27	$3.7B
2013	Mar 31, 2014	$5.4B	$3.6B	78	27	n/a	29	$3.6B
2012	Mar 28, 2013	$4.8B	$3.4B	75	28	n/a	27	$3.4B
2011	Mar 30, 2012	$3.6B	$2.9B	n/a	n/a	n/a	20	$2.9B

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
2019	$5.2B	$4.7B	10.6%	$4.7B	3.3%	69	67	4	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
APOGEM CAPITAL LLC	2	Jun 19, 2020	Jun 19, 2020	RICHMOND, VA	Channel change	Other	100.0%

Relationships

Affiliated with (18)

→ MACKAY SHIELDS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ NEW YORK LIFE INVESTMENT MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserother investment adviser, common control
factForm ADV
→ GOLDPOINT PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ INDEXIQ ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ NYL INVESTORS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ CANDRIAM BELGIUM S.A.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ CANDRIAM S.C.A.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ CANDRIAM FRANCE S.A.S.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ MADISON CAPITAL FUNDING LLCRegistered adviserother investment adviser, common control
factForm ADV
→ AUSBIL INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ APOGEM CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV
← GOLDPOINT PARTNERS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← MADISON CAPITAL FUNDING LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← CORNERSTONE CAPITAL MANAGEMENTRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← INSTITUTIONAL CAPITAL LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← CORNERSTONERegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← MCF CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Owns (19)

← HARGRAVES, GORDON, SELLERSOwnerMEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← HONEY, CHARLES, HUBERT GATLINGOwnerMEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← SHIRLEY, BART, ALANOwnerMEMBER, ownership code NA, individual
Oct 11, 2012 to presentfactForm ADV
← CIAVERELLI, GREGORY, NMNOwnerMEMBER, CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← MACKAY, CHRISTOPHER, GEORGEOwnerMEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BAIRD, LAURA, EILEENOwnerMEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← HANRAHAN, CHRISTOPHER, MARKOwnerMEMBER, ownership code NA, individual
Oct 11, 2012 to presentfactForm ADV
← MARSHALL, DEVAN, JOSEPHOwnerMEMBER, ownership code NA, individual
Mar 31, 2014 to presentfactForm ADV
← MILLIGAN, TODD, ALLANOwnerMEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← HENKIN, SCOTT, NELSONOwnerMEMBER, ownership code NA, individual
Mar 23, 2016 to presentfactForm ADV
← RABB, DOROTHY KEE, TILGHMANOwnerMEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← MCCARROLL, ZACHARY, CADEOwnerMEMBER, ownership code NA, individual
Jul 25, 2014 to presentfactForm ADV
← MOELCHERT, CAROL, BARBINOwnerTRUSTEE, ownership code F, individual
Mar 31, 2015 to presentfactForm ADV
← RYAN, WILLIAM, JOHNOwnerMEMBER, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV
← CUYAHOGA CAPITAL PARTNERS, LLCOwnerMEMBER, ownership code NA, domestic entity
Mar 28, 2018 to presentfactForm ADV
← LAURA MILLER MOELCHERT GST TRUSTOwnerOWNER 33%, ownership code C, domestic entity
Mar 30, 2012 to presentfactForm ADV
← LOUIS W. MOELCHERT, III GST TRUSTOwnerOWNER 67%, ownership code D, domestic entity
Mar 30, 2012 to presentfactForm ADV
← LWM EQUITY PARTNERS, LLCOwnerMEMBER, ownership code B, domestic entity
Sep 29, 2017 to presentfactForm ADV
← WINDINGRIDGE PARTNERS, INC.OwnerMEMBER, ownership code NA, domestic entity
Mar 30, 2012 to presentfactForm ADV

Controls (12)

← HUNG, YIE-HSIN, NMNOwnerELECTED MANAGER, CHAIRMAN OF THE BOARD OF MANAGERS, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← HENDRY, THOMAS, ALEXANDEROwnerELECTED MANAGER, ownership code NA, individual
Mar 28, 2013 to presentfactForm ADV
← MOELCHERT, LOUIS, WILLIAMOwnerTRUSTEE, ownership code F, individual
Mar 30, 2012 to presentfactForm ADV
← RUTHERFORD, KEVIN, STEWARTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 16, 2015 to presentfactForm ADV
← SHIRLEY, BART, ALANOwnerOWNER, ownership code D, individual
Oct 11, 2012 to presentfactForm ADV
← NEW YORK LIFE INVESTMENTS ALTERNATIVES LLCOwnerMEMBER, ownership code D, domestic entity
May 11, 2020 to presentfactForm ADV
← HANRAHAN, CHRISTOPHER, MARKOwnerOWNER, ownership code D, individual
Oct 11, 2012 to presentfactForm ADV
← HAUBENSTRICKER, THOMAS, MARKOwnerELECTED MANAGER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← STRINGER, CHRISTOPHER, RYANOwnerPRESIDENT, ELECTED MANAGER, MEMBER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← Taylor, Christopher, WellsOwnerELECTED MANAGER, ownership code NA, individual
May 11, 2020 to presentfactForm ADV
← NEW YORK LIFE INSURANCE COMPANYOwnerOWNER 100%, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV
← NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLCOwnerOWNER 100%, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Moved with (1)

→ APOGEM CAPITAL LLCRegistered adviser2 advisors, team lift out, same day
Jun 19, 2020 to Jun 19, 2020factForm ADV

Registered with (3)

← Brendan BostockAdvisorregistration: previous registration
Apr 1, 2019 to Jun 19, 2020factForm ADV
← ZACHARY CADE MCCARROLLAdvisorregistration: previous registration
May 15, 2015 to Jun 19, 2020factForm ADV
← BRENDAN C TOONEAdvisorregistration: previous registration
Nov 13, 2012 to Nov 1, 2016factForm ADV

Advises (18)

→ CUYAHOGA CAPITAL PARTNERS I, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Mar 29, 2019factForm ADV
→ CUYAHOGA CAPITAL PARTNERS II LPPrivate fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Mar 29, 2019factForm ADV
→ PRIVATE ADVISORS COINVESTMENT FUND, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 29, 2019factForm ADV
→ CUYAHOGA CAPITAL PARTNERS III LPPrivate fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Mar 29, 2019factForm ADV
→ PRIVATE ADVISORS STABLE VALUE ERISA FUND, LTDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 28, 2018factForm ADV
→ PRIVATE ADVISORS STABLE VALUE MASTER FUND, LTD.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 28, 2018factForm ADV
→ PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Sep 29, 2017factForm ADV
→ THE HEDGED STRATEGIES FUND (QP), LTD.Private fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Feb 23, 2017factForm ADV
→ PRIVATE ADVISORS DISTRESSED OPPORTUNITIES FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Feb 23, 2017factForm ADV
→ PRIVATE ADVISORS INCOME FUND LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Jan 5, 2016factForm ADV
→ PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Jan 5, 2016factForm ADV
→ PRIVATE ADVISORS ALTERNATIVE ASSET FUND LLCPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Jan 5, 2016factForm ADV
→ ALTERNATIVE FUND LV II, LLCPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Jan 5, 2016factForm ADV
→ PRIVATE ADVISORS ALTERNATIVE SMALL COMPANY BUYOUT FUND, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Jan 5, 2016factForm ADV
→ ALTERNATIVE FUND LV, LLCPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Jan 5, 2016factForm ADV
→ PRIVATE ADVISORS PRIVATE EQUITY FUND, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Dec 8, 2014factForm ADV
→ THE HEDGED STRATEGIES FUND LLCPrivate fundHedge Fund, IA, no longer reported
Sep 16, 2013 to Jan 28, 2014factForm ADV
→ THE HEDGED STRATEGIES MASTER FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Apr 9, 2013factForm ADV

Dated events

Occurred
May 11, 2020
Control person joined
Wells Christopher Taylor (Elected Manager) appeared on Schedule A of Private Advisors Llc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person left
Sydney George Shively (Elected Manager, Secretary Of The Board Of Managers) no longer on Schedule A of Private Advisors Llc (listed 2018-03-28, absent 2019-03-29)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e101d3b5-a7dd-cc81-fb1e-c615aac8e0b3
First observed: Mar 30, 2012
Last observed: May 12, 2020 77 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.

PRIVATE ADVISORS LLC

CRD 109247

RICHMOND, VA

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:e101d3b5-a7dd-cc81-fb1e-c615aac8e0b3

Data as of May 12, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND II, LP

Private Equity Fund

$76.3M

Sep 29, 2017

Mar 30, 2012

dropped

n/a

THE HEDGED STRATEGIES MASTER FUND

Hedge Fund

$45.4M

Apr 9, 2013

Mar 30, 2012

dropped

021-50021

PRIVATE ADVISORS PRIVATE EQUITY FUND, LP

Private Equity Fund

$33.3M

Dec 8, 2014

Mar 30, 2012

dropped

n/a

PRIVATE ADVISORS STABLE VALUE MASTER FUND, LTD.

Hedge Fund

$19.4M

Mar 28, 2018

Mar 30, 2012

dropped

n/a

THE HEDGED STRATEGIES FUND LLC

Hedge Fund

$14.6M

Jan 28, 2014

Sep 16, 2013

dropped

n/a

PRIVATE ADVISORS COINVESTMENT FUND, LP

Private Equity Fund

$14.4M

Mar 29, 2019

Mar 30, 2012

dropped

021-91877

PRIVATE ADVISORS STABLE VALUE ERISA FUND, LTD

Hedge Fund

$14.1M

Mar 28, 2018

Mar 30, 2012

dropped

021-53680

CUYAHOGA CAPITAL PARTNERS III LP

Private Equity Fund

$8.0M

Mar 29, 2019

Feb 14, 2012

dropped

021-123211

ALTERNATIVE FUND LV, LLC

Hedge Fund

$5.2M

Jan 5, 2016

116

Mar 30, 2012

dropped

n/a

CUYAHOGA CAPITAL PARTNERS I, L.P.

Private Equity Fund

$5.1M

Mar 29, 2019

Feb 14, 2012

dropped

n/a

PRIVATE ADVISORS DISTRESSED OPPORTUNITIES FUND, LP

Hedge Fund

$4.2M

Feb 23, 2017

Mar 30, 2012

dropped

n/a

PRIVATE ADVISORS ALTERNATIVE ASSET FUND LLC

Hedge Fund

$3.6M

Jan 5, 2016

Mar 30, 2012

dropped

n/a

CUYAHOGA CAPITAL PARTNERS II LP

Private Equity Fund

$3.3M

Mar 29, 2019

Feb 14, 2012

dropped

n/a

PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND, LP

Private Equity Fund

$3.0M

Jan 5, 2016

Mar 30, 2012

dropped

n/a

PRIVATE ADVISORS ALTERNATIVE SMALL COMPANY BUYOUT FUND, LP

Private Equity Fund

$3.0M

Jan 5, 2016

Mar 30, 2012

dropped

n/a

ALTERNATIVE FUND LV II, LLC

Hedge Fund

$2.3M

Jan 5, 2016

Mar 30, 2012

dropped

n/a

THE HEDGED STRATEGIES FUND (QP), LTD.

Hedge Fund

$1.3M

Feb 23, 2017

Mar 30, 2012

dropped

n/a

PRIVATE ADVISORS INCOME FUND LP

Hedge Fund

$850,000

Jan 5, 2016

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HANRAHAN, CHRISTOPHER, MARK

Owner

yes

10/2012

Oct 11, 2012

May 12, 2020

HAUBENSTRICKER, THOMAS, MARK

ELECTED MANAGER

yes

12/2010

Mar 30, 2012

May 12, 2020

HENDRY, THOMAS, ALEXANDER

ELECTED MANAGER

yes

01/2013

Mar 28, 2013

May 12, 2020

HUNG, YIE-HSIN, NMN

ELECTED MANAGER, CHAIRMAN OF THE BOARD OF MANAGERS

yes

12/2010

Mar 30, 2012

May 12, 2020

MOELCHERT, LOUIS, WILLIAM

CEO, MEMBER, ELECTED MANAGER & TRUSTEE OF LOUIS W. MOELCHERT, III GST TRUST

yes

12/2012

Mar 30, 2012

May 12, 2020

MOELCHERT, LOUIS, WILLIAM

Trustee

yes

09/2010

Mar 30, 2012

May 12, 2020

MOELCHERT, LOUIS, WILLIAM

OWNER 100%

yes

01/2017

Mar 30, 2012

May 12, 2020

MOELCHERT, LOUIS, WILLIAM

CHAIRMAN, CIO, MEMBER, ELECTED MANAGER, & PRESIDENT OF WINDINGRIDGE PARTNERS INC.

yes

12/2012

Mar 30, 2012

May 12, 2020

NEW YORK LIFE INSURANCE COMPANY

OWNER 100%

yes

12/2010

Mar 30, 2012

May 12, 2020

NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC

OWNER 100%

yes

05/2020

Mar 30, 2012

May 12, 2020

NEW YORK LIFE INVESTMENTS ALTERNATIVES LLC

Member

yes

05/2020

May 11, 2020

May 12, 2020

RUTHERFORD, KEVIN, STEWART

CHIEF COMPLIANCE OFFICER

yes

07/2015

Jul 16, 2015

May 12, 2020

SHIRLEY, BART, ALAN

Owner

yes

10/2012

Oct 11, 2012

May 12, 2020

STRINGER, CHRISTOPHER, RYAN

PRESIDENT, ELECTED MANAGER, MEMBER

yes

12/2010

Mar 30, 2012

May 12, 2020

Taylor, Christopher, Wells

ELECTED MANAGER

yes

05/2020

May 11, 2020

May 12, 2020

BAIRD, LAURA, EILEEN

Member

07/2011

Mar 30, 2012

May 12, 2020

CIAVERELLI, GREGORY, NMN

MEMBER, CHIEF OPERATING OFFICER

04/2009

Mar 30, 2012

May 12, 2020

CUYAHOGA CAPITAL PARTNERS, LLC

Member

10/2012

Mar 28, 2018

May 12, 2020

HANRAHAN, CHRISTOPHER, MARK

Member

10/2012

Oct 11, 2012

May 12, 2020

HARGRAVES, GORDON, SELLERS

Member

11/2011

Mar 30, 2012

May 12, 2020

HENKIN, SCOTT, NELSON

Member

01/2016

Mar 23, 2016

May 12, 2020

HONEY, CHARLES, HUBERT GATLING

Member

01/2007

Mar 30, 2012

May 12, 2020

LAURA MILLER MOELCHERT GST TRUST

OWNER 33%

01/2011

Mar 30, 2012

May 12, 2020

LOUIS W. MOELCHERT, III GST TRUST

OWNER 67%

01/2011

Mar 30, 2012

May 12, 2020

LWM EQUITY PARTNERS, LLC

Member

01/2017

Sep 29, 2017

May 12, 2020

MACKAY, CHRISTOPHER, GEORGE

Member

12/2010

Mar 30, 2012

May 12, 2020

MARSHALL, DEVAN, JOSEPH

Member

07/2013

Mar 31, 2014

May 12, 2020

MCCARROLL, ZACHARY, CADE

Member

07/2014

Jul 25, 2014

May 12, 2020

MILLIGAN, TODD, ALLAN

Member

01/2010

Mar 30, 2012

May 12, 2020

MOELCHERT, CAROL, BARBIN

Trustee

01/2012

Mar 31, 2015

May 12, 2020

MOELCHERT, CAROL, BARBIN

Trustee

01/2011

Mar 31, 2015

May 12, 2020

RABB, DOROTHY KEE, TILGHMAN

Member

12/2010

Mar 30, 2012

May 12, 2020

RYAN, WILLIAM, JOHN

Member

01/2013

Mar 31, 2015

May 12, 2020

SHIRLEY, BART, ALAN

Member

10/2012

Oct 11, 2012

May 12, 2020

WINDINGRIDGE PARTNERS, INC.

Member

01/2011

Mar 30, 2012

May 12, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NYL INVESTORS LLC

n/a

Institutional manager

$329B

yes

n/a

MACKAY SHIELDS LLC

n/a

Other adviser

$160B

yes

n/a

CANDRIAM LUXEMBOURG S.C.A.

n/a

Asset manager

$155B

yes

n/a

CANDRIAM BELGIUM S.A.

n/a

Former SEC adviser

$123B

yes

n/a

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

n/a

Asset manager

$121B

yes

n/a

NEW YORK LIFE INVESTMENTS ALTERNATIVES LLC

n/a

Other adviser

$44B

yes

n/a

CANDRIAM FRANCE S.A.S.

n/a

Former SEC adviser

$35B

yes

n/a

EAGLE STRATEGIES LLC

n/a

Bd affiliated wealth

$32B

yes

n/a

AUSBIL INVESTMENT MANAGEMENT LIMITED

n/a

Other adviser

$14B

yes

n/a

GOLDPOINT PARTNERS LLC

n/a

Former SEC adviser

$14B

yes

n/a

INDEXIQ ADVISORS LLC

n/a

Former SEC adviser

$10B

yes

n/a

MADISON CAPITAL FUNDING LLC

n/a

Former SEC adviser

$3.7B

yes

n/a

BMG PAPM GP, LLC

n/a

yes

n/a

CUYAHOGA CAPITAL EMERGING BUYOUT PARTNERS MANAGEMENT GROUP LLC

n/a

CUYAHOGA CAPITAL PARTNERS IV MANAGEMENT GROUP LLC

n/a

NEW YORK LIFE ENTERPRISES LLC

n/a

yes

n/a

NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION

n/a

yes

n/a

NEW YORK LIFE INSURANCE COMPANY

n/a

yes

n/a

NEW YORK LIFE INVESTMENT MANAGEMENT ASIA LIMITED

n/a

yes

n/a

NEW YORK LIFE INVESTMENT MANAGEMENT HONG KONG LIMITED

n/a

yes

n/a

NEW YORK LIFE TRUST COMPANY

n/a

yes

n/a

NYLIFE DISTRIBUTORS LLC

n/a

yes

n/a

NYLIFE INSURANCE COMPANY OF ARIZONA

n/a

yes

n/a

NYLIFE SECURITIES LLC

n/a

yes

n/a

NYLINK INSURANCE AGENCY INC.

n/a

yes

n/a

PA CREDIT PROGRAM CARRY, LLC

n/a

yes

n/a

PA EMERGING MANAGER CARRY II, LLC

n/a

yes

n/a

PA EMERGING MANAGER CARRY, LLC

n/a

yes

n/a

PA REAL ASSETS CARRY II, LLC

n/a

yes

n/a

PA REAL ASSETS CARRY, LLC

n/a

yes

n/a

PA STRATEGIC OPPORTUNITIES FUND GP, LLC

n/a

yes

n/a

PACD MM, LLC

n/a

yes

n/a

PACIF II CARRY, LLC

n/a

yes

n/a

PACIF II GP, LLC

n/a

yes

n/a

PACIF III CARRY, LLC

n/a

yes

n/a

PACIF III GP, LLC

n/a

yes

n/a

PACIF IV CARRY, LLC

n/a

yes

n/a

PACIF IV GP, LLC

n/a

yes

n/a

PAMMF GP, LLC

n/a

yes

n/a

PARAF CARRY, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Cleveland

United States

Austin

United States

Chicago

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 30, 2020

$5.2B

$4.3B

2018

Mar 29, 2019

$4.7B

$3.7B

2017

Mar 28, 2018

$4.6B

$3.2B

2016

Mar 31, 2017

$4.7B

$3.0B

n/a

$3.0B

2015

Mar 23, 2016

$5.7B

$3.7B

n/a

$3.7B

2014

Mar 31, 2015

$6.0B

$3.7B

n/a

$3.7B

2013

Mar 31, 2014

$5.4B

$3.6B

n/a

$3.6B

2012

Mar 28, 2013

$4.8B

$3.4B

n/a

$3.4B

2011

Mar 30, 2012

$3.6B

$2.9B

n/a

$2.9B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$5.2B

$4.7B

10.6%

$4.7B

3.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

APOGEM CAPITAL LLC

Jun 19, 2020

RICHMOND, VA

Channel change

Other

100.0%