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F• E••••• P••••••• V• L•••

Buyout fundmanaged by F•••••• S••••• • C••HARVESTADV Private Equity Fund· Delaware

Equity Partners, number 5 in the main family, organised in Delaware.

Reported assets
$204M
Form ADV Schedule D
Vintage
Not established
Target
Not established
Sold to date
Not applicable
Investors
60
Form ADV Schedule D
As of · the latest filing on this vehicle; each amount below carries its own basis
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
$204MForm ADV, as of Mar 27, 2024; not fund size, not dry powder
Peak reported gross assets
$841Mhighest year on the reporting tape
Owners (ADV)
60
Reported on ADV
Feb 14, 2012 to Mar 27, 2024
Structure
standalone
Fund of funds (ADV)
no
Strategy
Equity Partners
Lifecycle
Harvest
rule: gross assets at least 25% below peak and still fallingmodel: lc-pe-1gav path: 2017,290609449,2018,250809587,2019,279352019,2020,279835808,2021,294559620,2022,274486811,2023,271335846,2024,203772483peak gav: $841Mas of year: $2,024latest gav: $204Mreported years: 13last step change: -0.249age years at as of: 12drawdown from peak: 0.758first reported year: $2,012
Reported gross assets by year
13 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2012Feb 14, 2012Private Equity Fund$841M
60$1.0M1%adviserinfo.sec.gov
2013May 31, 2013Private Equity Fund$315M
63$1.0M4%adviserinfo.sec.gov
2014Mar 26, 2014Private Equity Fund$419M
64$1.0M11%adviserinfo.sec.gov
2015Jun 8, 2015Private Equity Fund$559M
64$1.0M3%adviserinfo.sec.gov
2016Mar 29, 2016Private Equity Fund$469M
63$1.0M3%adviserinfo.sec.gov
2017Mar 30, 2017Private Equity Fund$291M
63$1.0M10%adviserinfo.sec.gov
2018Aug 27, 2018Private Equity Fund$251M
61$1.0M10%adviserinfo.sec.gov
2019Mar 29, 2019Private Equity Fund$279M
60$10.0M2%adviserinfo.sec.gov
2020May 15, 2020Private Equity Fund$280M
60$10.0M10%adviserinfo.sec.gov
2021Sep 29, 2021Private Equity Fund$295M
60$10.0M10%adviserinfo.sec.gov
2022Mar 31, 2022Private Equity Fund$274M
60$10.0M10%adviserinfo.sec.gov
2023Apr 28, 2023Private Equity Fund$271M
60$10.0M10%adviserinfo.sec.gov
2024Mar 27, 2024Private Equity Fund$204M
60$10.0M10%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
2 disclosed
LPCommitmentCommittedKindSource
C••••••••• S•••• T•••••••• R••••••••• S•••••$95.0Munknownprimary
••• Locked
Public pension private-markets disclosures, read through the venture lane's LP report tape
N•• Y••• S•••• C••••• R••••••••• F•••$50.0Munknownprimary
••• Locked
Public pension private-markets disclosures, read through the venture lane's LP report tape
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
3 most recent