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CRD 132073
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| IRWIN CUNNIE LOUD | n/a | CHICAGO, IL | 21 | 27 | 1 | no |
| ANDRE RICE | n/a | CHICAGO, IL | 21 | 27 | 1 | no |
| ALFRED DEMETRI SHARP | n/a | CHICAGO, IL | 18 | 18 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| M2 NY PIONEER FUND III, L.P. | Private Equity Fund | $310M | Jul 12, 2024 | 2 | Mar 28, 2022 | reported | 021-399731 |
| CALSTRS-M2 PRIVATE EQUITY FUND-OF-FUNDS III, LP | Private Equity Fund | $281M | Jul 12, 2024 | 2 | Mar 20, 2019 | reported | 021-325018 |
| M2 NY PIONEER FUND II, L.P. | Private Equity Fund | $265M | Jul 12, 2024 | 2 | Mar 19, 2018 | reported | 021-296962 |
| M2 NY PIONEER FUND, L.P. | Private Equity Fund | $163M | Jul 12, 2024 | 2 | Mar 15, 2012 | reported | 021-155909 |
| M2-SURS EMERGING PRIVATE EQUITY FUND-OF-FUNDS, L.P. | Private Equity Fund | $130M | Jul 12, 2024 | 2 | Mar 28, 2017 | reported | 021-270062 |
| CALSTRS-M2 PRIVATE EQUITY FUND-OF-FUNDS IV, LP | Private Equity Fund | $124M | Jul 12, 2024 | 2 | Mar 27, 2024 | reported | 021-325018 |
| M2 PRIVATE EQUITY FUND-OF-FUNDS II, L.P. | Private Equity Fund | $81.5M | Jul 12, 2024 | 1 | Mar 25, 2014 | reported | 021-213355 |
| FREEMAN CT HORIZON INVESTMENT FUND, LLC | Private Equity Fund | $64.8M | Jul 12, 2024 | 2 | Mar 9, 2020 | reported | 021-331597 |
| M2-CONNECTICUT EMERGING PRIVATE EQUITY FUND-OF-FUNDS, L.P. | Private Equity Fund | $14.7M | Jul 12, 2024 | 2 | Mar 15, 2012 | reported | 021-112771 |
| CT LEGACY FUND, L.P. | Private Equity Fund | $3.9M | Jul 12, 2024 | 2 | Mar 15, 2012 | reported | n/a |
| M2 PRIVATE EQUITY FUND-OF-FUNDS, L.P. | Private Equity Fund | $0 | Jun 27, 2023 | 8 | Mar 15, 2012 | reported | 021-113334 |
| ILLINOIS PRIVATE EQUITY FUND-OF-FUNDS, L.P. | Private Equity Fund | $0 | Aug 8, 2017 | 10 | Mar 15, 2012 | dropped | 021-71650 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LOUD, IRWIN, CUNNIE | CHIEF INVESTMENT OFFICER | B | yes | 05/1999 | Mar 15, 2012 | Jul 12, 2024 |
| RICE GROUP LTD. | MEMBER - COMMON | C | yes | 07/1999 | Mar 15, 2012 | Jul 12, 2024 |
| RICE, ANDRE | MANAGER/MEMBER | E | yes | 11/1986 | Mar 15, 2012 | Jul 12, 2024 |
| RICE, ANDRE | CHIEF EXECUTIVE OFFICER | Na | yes | 07/1999 | Mar 15, 2012 | Jul 12, 2024 |
| NANNI, ANTHONY, ISAAC | CHIEF COMPLIANCE OFFICER / DIRECTOR OF FINANCE | Na | no | 01/2021 | Mar 19, 2021 | Jul 12, 2024 |
| TOKARZ, MICHAEL, THEODORE | MEMBER - PREFERRED | B | no | 05/2003 | Mar 15, 2012 | Jul 12, 2024 |
| ZUCKERBERG, ROY, JAY | MEMBER - PREFERRED | A | no | 11/2002 | Mar 15, 2012 | Jul 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ACELA EXPRESS G.P., LLC | n/a | n/a | n/a | Y | yes | n/a |
| CLAY HILL, LLC | n/a | n/a | n/a | Y | yes | n/a |
| FREEMAN #477 LLC | n/a | n/a | n/a | Y | yes | n/a |
| M2CTEPEFF G.P., LLC | n/a | n/a | n/a | Y | yes | n/a |
| PARKER, CREEKMORE, MORGAN, & GRAVES, LLC | n/a | n/a | n/a | Y | yes | n/a |
| SILVER STAR G.P. II, LLC | n/a | n/a | n/a | Y | yes | n/a |
| SILVER STAR G.P. III, LLC | n/a | n/a | n/a | Y | yes | n/a |
| SILVER STAR, LLC | n/a | n/a | n/a | Y | yes | n/a |
| ZEPHYR GP II, LLC | n/a | n/a | n/a | Y | yes | n/a |
| ZEPHYR GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.6B | $1.6B | 17 | 7 | 0 | 9 | n/a |
| 2024 | Mar 28, 2025 | $1.5B | $1.5B | 18 | 7 | 0 | 10 | n/a |
| 2023 | Mar 27, 2024 | $1.4B | $1.4B | 18 | 7 | 0 | 10 | $1.4B |
| 2022 | Mar 30, 2023 | $1.3B | $1.3B | 16 | 6 | 0 | 10 | $1.3B |
| 2021 | Mar 28, 2022 | $1.2B | $1.2B | 17 | 6 | 0 | 10 | $1.2B |
| 2020 | Mar 19, 2021 | $1.1B | $1.1B | 13 | 6 | 0 | 9 | $1.1B |
| 2019 | Mar 9, 2020 | $1.1B | $1.1B | 16 | 8 | 0 | 9 | $1.0B |
| 2018 | Mar 20, 2019 | $911M | $911M | 16 | 8 | 0 | 8 | $911M |
| 2017 | Mar 26, 2018 | $674M | $674M | 16 | 9 | 0 | 7 | $674M |
| 2016 | Mar 28, 2017 | $578M | $578M | 15 | 9 | n/a | 7 | $578M |
| 2015 | Mar 29, 2016 | $563M | $563M | 15 | 9 | n/a | 6 | $563M |
| 2014 | Mar 25, 2015 | $577M | $577M | 15 | 9 | n/a | 6 | $577M |
| 2013 | Mar 25, 2014 | $507M | $507M | 11 | 8 | n/a | 6 | $507M |
| 2012 | Mar 28, 2013 | $527M | $527M | 10 | 7 | n/a | 5 | $527M |
| 2011 | Mar 15, 2012 | $422M | $422M | n/a | n/a | n/a | 5 | $422M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | $1.5B | 12.0% | $1.3B | 8.2% | 17 | 18 | 0 | 0 |