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Reading the graph
CRD 161657
NORWALK, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CAPITAL PARTNERS PRIVATE EQUITY INCOME FUND II INST., L.P. | Private Equity Fund | $278M | Mar 29, 2019 | 32 | Mar 31, 2014 | dropped | 021-210972 |
| CAPITAL PARTNERS PRIVATE EQUITY INCOME FUND, L.P. | Private Equity Fund | $20.8M | Sep 23, 2020 | 97 | Feb 16, 2012 | dropped | 021-93582 |
| CP LONE STAR, LLC | Private Equity Fund | $10.6M | Mar 31, 2017 | 25 | Feb 16, 2012 | dropped | n/a |
| CP AMES, LLC | Private Equity Fund | $10.0M | Mar 31, 2017 | 27 | Feb 16, 2012 | dropped | 021-136726 |
| HEADS & THREADS HOLDINGS, LLC | Private Equity Fund | $2.5M | Mar 26, 2012 | 93 | Feb 16, 2012 | dropped | n/a |
| CP STOLLER, LLC | Private Equity Fund | $2.4M | Mar 31, 2017 | 24 | Feb 16, 2012 | dropped | 021-140705 |
| CP TWITCHELL, LLC | Private Equity Fund | $2.3M | Mar 29, 2019 | 38 | Feb 16, 2012 | dropped | 021-169669 |
| CP BREEN, LLC | Private Equity Fund | $700,000 | Mar 29, 2019 | 40 | Mar 31, 2014 | dropped | 021-257592 |
| CP HARBOR LINEN ACQUISITION, LLC | Private Equity Fund | $700,000 | Mar 31, 2015 | 31 | Feb 16, 2012 | dropped | 021-154581 |
| CP WEAVER, LLC | Private Equity Fund | $600,000 | Mar 31, 2017 | 35 | Feb 16, 2012 | dropped | 021-124258 |
| CP ROLL RITE, LLC | Private Equity Fund | $400,000 | Sep 23, 2020 | 29 | Feb 16, 2012 | dropped | 021-167527 |
| DAYTON PARTS HOLDINGS, LLC | Private Equity Fund | $100,000 | Mar 29, 2019 | 77 | Feb 16, 2012 | dropped | 021-152599 |
| CP DERBY, LLC | Private Equity Fund | $0 | Mar 29, 2019 | 24 | Mar 26, 2013 | dropped | 021-184726 |
| CP FINTUBE, LLC | Private Equity Fund | $0 | Mar 29, 2019 | 31 | Feb 16, 2012 | dropped | 021-150414 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALLSTEADT, MARK, DOUGLAS | MANAGING PARTNER (REGISTRANT) | Na | yes | 11/2004 | Feb 16, 2012 | Oct 25, 2023 |
| FITZGERALD, BRIAN, DAVID | FOUNDER & CHAIRMAN (REGISTRANT) | E | yes | 03/1982 | Feb 16, 2012 | Oct 25, 2023 |
| RIFATI, BERAT, NMN | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2023 | Oct 25, 2023 | Oct 25, 2023 |
| TUCKER, ROBERT, SCOTT | MANAGING PARTNER (REGISTRANT) | Na | yes | 11/2004 | Feb 16, 2012 | Oct 25, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HEARTWOOD PARTNERS, LLC | n/a | Asset manager | $1.4B | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 31, 2023 | $1.2B | $1.2B | 25 | 21 | 0 | 15 | $1.8B |
| 2021 | Mar 31, 2022 | $1.3B | $1.3B | 21 | 18 | 0 | 15 | $1.9B |
| 2020 | Mar 29, 2021 | $1.1B | $1.1B | 22 | 19 | 0 | 13 | $1.8B |
| 2019 | Mar 26, 2020 | $1.1B | $1.1B | 17 | 14 | 0 | 13 | $1.6B |
| 2018 | Mar 29, 2019 | $1.1B | $1.1B | 15 | 14 | 0 | 18 | $1.6B |
| 2017 | Mar 30, 2018 | $1.1B | $1.1B | 14 | 14 | 0 | 14 | $1.4B |
| 2016 | Mar 31, 2017 | $592M | $592M | 12 | 12 | n/a | 17 | $902M |
| 2015 | Mar 21, 2016 | $627M | $627M | 10 | 10 | n/a | 17 | $911M |
| 2014 | Mar 31, 2015 | $602M | $602M | 9 | 9 | n/a | 16 | $820M |
| 2013 | Mar 31, 2014 | $583M | $583M | 8 | 8 | n/a | 15 | $778M |
| 2012 | Mar 26, 2013 | $348M | $348M | 8 | 8 | n/a | 13 | $502M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $1.2B | $1.3B | -8.5% | $1.1B | 2.1% | 25 | 21 | 0 | 0 |