Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
N•••• S••• I••••••••• M••••••••• C•••••••••
The N•••• S••• Family of Financial Services is dedicated to guiding you and your family’s financial decisions. At N•••• S•••, our philosophy is to create investment strategies, financial and benefit plans as well as family office services that reflect your particular needs and goals. Our clients benefit from personal attention and knowledgeable advice from staff that will help you navigate today’s complex global financial markets.
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 2 of 3 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 2 of 3 distinct vehicles are sworn Private Equity Funds
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Oct 16, 2024
- RAUM
- $2.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2024-10-16, latest gav , latest counts , lifetime distinct Hedge Fund 1, Private Equity Fund 2
- Employees
- 29
- Headquarters
- Chicago, IL
- Office address
- 20 N. WACKER DRIVE, SUITE 1416, Chicago, IL, 60606-2902
- Business phone
- 312-580-0900
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| K••• G••••••• S•••••• V•••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $39.7M as of Mar 28, 2013 | no Form D | Unknown | |
| N•••• S••• D••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $21.9M as of Mar 28, 2013 | no Form D | Unknown |
- P•••• D•••• G••••••• · Chairman & Chief Executive Officer, N•••• S••• F•••••••• S••••••• C••••; · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• C•••• · Chief Equity Strategist & Senior Portfolio Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• E••• C•••• · Portfolio Manager · since Jun 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• C•••••• K••• · Chief Investment Officer, N•••• S••• Investment Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••••• · Managing Director of Trading · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• A••••••••• · Director of Business Administration, N•••• S••• Benefits · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• C•••• · Vice President, N•••• S••• Investment Management Corp. · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• P•••••••• · Vice President, N•••• S••• Family Office · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• C•••••• K••• · Trustee · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• D•••• G••••••• · Trustee · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• E•••••••• · Chief Compliance Officer · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• P•••• · Director of Marketing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• S•••••• · Director of Client Services & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- M••• A••• L••••••• · Director Of Client Relations · Mar 1, 2006 to Mar 28, 2013 Inference
- S•••••• L••••••• G•••••• · Shareholder · Jun 1, 2006 to Apr 23, 2014 Inference
- P•••• G••••• C••••• I• · Chief Compliance Officer · Apr 1, 2008 to Oct 15, 2014 Inference
- Mar 29, 2012N•••• S••• I••••••••• M••••••••• C••••••••• first filed Form ADV in the extract (IA)
N•••• S••• I••••••••• M••••••••• C••••••••• is the same institution as 1 record in RIA and Wealth.
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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