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Funds / O••••• T•••• V•••••••• L••

O••••• T•••• V•••••••• L••

Maturebuyout or unlabelledADV: Private Equity FundU•••• B•• I••••••••• M••••••••• L•Delaware
Amounts, each with its basis
Vintage
unknownno dated first sale, first report or announcement yet
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
unknownwhat may be sold, not what was raised
Form D sold
unknownno Form D on record
First sale
unknown
Reported gross assets
$293MForm ADV, as of Dec 11, 2023; not fund size, not dry powder
Peak reported gross assets
$303Mhighest year on the reporting tape
Owners (ADV)
23
Reported on ADV
Oct 2, 2018 to Dec 11, 2023
Structure
standalone
Fund of funds (ADV)
no
Lifecycle
Mature
rule: gross assets within 10% of the prior yearmodel: lc-pe-1gav path: 2018,0,2019,267560000,2020,262116000,2021,272076940,2022,302502809,2023,292835877peak gav: $303Mas of year: $2,023latest gav: $293Mreported years: 6last step change: -0.032age years at as of: 5drawdown from peak: 0.032first reported year: $2,018
Reported gross assets by year
6 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2018Oct 2, 2018Private Equity Fund$0
1$00%adviserinfo.sec.gov
2019Dec 23, 2019Private Equity Fund$268M
6$00%adviserinfo.sec.gov
2020Apr 28, 2020Private Equity Fund$262M
11$00%adviserinfo.sec.gov
2021Mar 31, 2021Private Equity Fund$272M
23$00%adviserinfo.sec.gov
2022Nov 18, 2022Private Equity Fund$303M
23$00%adviserinfo.sec.gov
2023Dec 11, 2023Private Equity Fund$293M
23$00%adviserinfo.sec.gov
Placement agents and principals
0 placement agents, 0 principals
No placement agent or principal collected for this fund yet. Both come from the related persons and sales compensation sections of Form D.
Limited partners
0 disclosed
No LP commitment to this fund collected yet. An LP appears only when a public disclosure names this fund.
Investments attributed to this fund
0
No investment attributed to this fund. A firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Events
1 most recent
  1. Oct 2, 2018
    O••••• T•••• V•••••••• L•• first reported on Form ADV by U•••• B•• I••••••••• M••••••••• L• (Private Equity Fund)