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.
Z•••••••• I••••••••• G••••
Comprehensive family wealth management services for every stage of your life from a team aligned with your interests.
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 28, 2024
- RAUM
- $1.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $9.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $9.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- $9.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $9.8M, latest counts Private Equity Fund 1, lifetime distinct Other Private Fund 1, Private Equity Fund 1
- Employees
- 18
- Headquarters
- Chicago, IL
- Office address
- 155 NORTH WACKER DRIVE, SUITE 1700, Chicago, IL, 60606
- Business phone
- 312-948-8000
- Sectors
- financial services
- 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 |
|---|---|---|---|---|---|---|
| Z•• L•• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $9.8M as of Mar 28, 2024 | no Form D | Early deployment | |
| M•••• L• ADV: Other Private Fund | SPV | unknown | $3.6M as of Mar 30, 2012 | no Form D | Wound down |
- D••••• R••• Z•••••••• · Partner & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• J• T••••• C•• · Portfolio Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• R••• Z•••••••• · Manager · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• R• S•••••••• C•• · Partner & Portfolio Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• P• F•••••••• · Partner · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• A•••• Z•••••••• · Manager · 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)
- C•••• J• L••••••••• · Director of Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• J• B••••••• C•• · Research Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• H••••• · Senior Wealth Management Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•• R• G••••• · Wealth Management Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• N• Z•••••• · Wealth Management Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• K• B••••• C•• · Wealth Management Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• R• P•••• · Business Development and Marketing Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• A• B••••• · Sales & Marketing Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• T• C••••••••• C•• · Senior Finance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• R• B•••• · HR Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• H••••• E•••• · Senior Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
8 former (kept with end dates)
- J••• D•••• T••••• · Investment Analyst · Mar 1, 2010 to Jul 16, 2013 Inference
- D•••••• T•••• S••••• · Chief Compliance Officer · Mar 1, 2012 to Apr 1, 2013 Inference
- E••• C••• L•••••••• · Chief Compliance Officer · Mar 1, 2013 to Jul 8, 2019 Inference
- K•••• L•••••• P••••• · Chief Compliance Officer · Jun 1, 2019 to Aug 13, 2021 Inference
- C••••••••• R••••• H••••• · Director Of Research · Mar 1, 2013 to Aug 17, 2015 Inference
- W•••••• E••••• D••••••• · Director Of Research · Apr 1, 2015 to Sep 12, 2016 Inference
- J•••••• D•••• I•••••• · Executive Vice President · Jul 1, 2013 to Aug 17, 2015 Inference
- W•••••• H••••• E•••• · Senior Vice President · Mar 1, 2010 to Apr 1, 2013 Inference
- Mar 30, 2012Z•••••••• I••••••••• G•••• first filed Form ADV in the extract (IA)
Z•••••••• I••••••••• G•••• is the same institution as 2 records in Independent Sponsors and 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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