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CRD 157821
DENVER, CO
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 |
|---|---|---|---|---|---|---|---|
| MYPE INVESTMENT PARTNERS, LP | Private Equity Fund | $9.6M | Mar 28, 2024 | 205 | Jul 23, 2012 | reported | n/a |
| MOUNT YALE PRIVATE EQUITY FUND, LP | Private Equity Fund | $7.0M | Mar 28, 2024 | 189 | Jul 23, 2012 | reported | 021-1351300 |
| KKR XI ACCESS FUND LP | Private Equity Fund | $4.3M | Oct 24, 2016 | 17 | Jun 24, 2013 | dropped | n/a |
| MOUNT YALE PRIVATE EQUITY OFFSHORE FUND, LP | Private Equity Fund | $2.5M | Mar 28, 2024 | 17 | Jul 23, 2012 | reported | 021-1446839 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDERSON, GREG, DAVID | MEMBER, MANAGER | C | yes | 11/2003 | Mar 29, 2012 | Mar 28, 2024 |
| ANDERSON, GREG, DAVID | PRESIDENT AND MANAGER | Na | yes | 08/2005 | Mar 29, 2012 | Mar 28, 2024 |
| DALTON - MYCG, LLC | Member | D | yes | 11/2003 | Mar 28, 2024 | Mar 28, 2024 |
| MOUNT YALE CAPITAL GROUP, LLC | Member | E | yes | 08/2005 | Jul 19, 2018 | Mar 28, 2024 |
| SABRE, JOHN, LEONARD | CHIEF EXECUTIVE OFFICER AND MANAGER | Na | yes | 08/2005 | Mar 29, 2012 | Mar 28, 2024 |
| SABRE, JOHN, LEONARD | Manager | F | yes | 08/2007 | Mar 29, 2012 | Mar 28, 2024 |
| SABRE, JOHN, LEONARD | Manager | F | yes | 08/2007 | Mar 29, 2012 | Mar 28, 2024 |
| SABRE, LYNN, VIRGINIA | Member | E | yes | 08/2007 | Mar 29, 2012 | Mar 28, 2024 |
| MORAN, CHRISTOPHER, E | CHIEF FINANCIAL OFFICER | Na | no | 01/2019 | Apr 12, 2019 | Mar 28, 2024 |
| SABRE, MICHAEL, JOSEPH | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, | Na | no | 08/2005 | Mar 29, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS, LLC | n/a | Independent wealth | $8.3B | N | yes | n/a |
| MOUNT YALE INTERNATIONAL LTD | n/a | n/a | n/a | N | yes | n/a |
| MOUNT YALE PRIVATE EQUITY PARTNERS LLC | n/a | n/a | n/a | N | yes | n/a |
| MY PRIVATE EQUITY GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Minneapolis | Mn | United States | 10 | no |
| Evergreen | Co | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $780M | $780M | 8 | 7 | 2 | n/a | n/a |
| 2024 | Mar 31, 2025 | $806M | $806M | 61 | 20 | 2 | n/a | n/a |
| 2023 | Mar 28, 2024 | $930M | $930M | 35 | 20 | 2 | 3 | $19.1M |
| 2022 | Mar 31, 2023 | $1.1B | $1.1B | 39 | 21 | 2 | 3 | $32.8M |
| 2021 | Mar 31, 2022 | $1.2B | $1.2B | 33 | 18 | 2 | 3 | $49.2M |
| 2020 | Apr 20, 2021 | $955M | $955M | 30 | 14 | 2 | 3 | $67.1M |
| 2019 | Mar 31, 2020 | $1.1B | $1.1B | 31 | 13 | 3 | 3 | $112M |
| 2018 | Apr 12, 2019 | $1.3B | $1.3B | 24 | 10 | 3 | 3 | $112M |
| 2017 | Mar 29, 2018 | $1.4B | $1.4B | 24 | 10 | 3 | 3 | $131M |
| 2016 | Mar 30, 2017 | $1.2B | $1.2B | 24 | 14 | n/a | 3 | $184M |
| 2015 | Mar 30, 2016 | $769M | $769M | 23 | 13 | n/a | 1 | $4.3M |
| 2014 | Mar 30, 2015 | $1.3B | $1.3B | 26 | 11 | n/a | 1 | $8.4M |
| 2013 | Mar 31, 2014 | $700M | $700M | 25 | 13 | n/a | 1 | $1.7M |
| 2012 | Mar 28, 2013 | $483M | $483M | 30 | 13 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $451M | $451M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $780M | $806M | -3.2% | $1.1B | -10.4% | 8 | 61 | 2 | 2 |